CRD: 161614
ONE Advisory Partners, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-22-2012
- Office Locations
- 3
Office Locations
About ONE Advisory Partners, LLC
ONE Advisory Partners is a fee-only, fiduciary wealth management firm focused on helping successful, busy professionals and retirees transition from building wealth to living on it. The team provides comprehensive planning and investment guidance, translating complexity into actionable plans across retirement income, taxes, insurance, and legacy/estate coordination. Client assets are custodied with firms such as Schwab and Fidelity.
Reported data analysis
What the numbers show
Between August 5, 2025 and April 4, 2026, reported AUM increased 51.9%, from $243.3M to $369.5M.
Across 5 reported observations, AUM increased 6.9% between March 29, 2022 and April 4, 2026, from $345.7M to $369.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 9 advisory representatives and 314 clients, or 34.9 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 3 reported office locations and 14 years in operation. The source data was last updated on April 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JONATHAN LAWRENCE BOOZE
SENIOR PARTNER, Vice President
- CRD
- #2254390
- Ownership
- Less than 5%
RONALD NELSON SANDERS
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2096347
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Michele Lee Gawthrop
Advisor
- CRD
- #7214784
DANIEL J MILLER
Partner
- CRD
- #4503339
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $369,523,347 | $1,169,378 |
| Non-Discretionary | $0 | -- |
| Total | $369,523,347 | $1,169,378 |
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Separately Managed Accounts
SMA allocation detail is available
ONE Advisory Partners, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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ONE Advisory Partners, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.