Jonathan Booze is a CFP-designated registered investment advisor at One Advisory Partners, LLC, based in Overland Park, KS, with 23 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 314 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum fee of 1.50% is negotiable depending on assets under management, current financial situation, use of sub-advisors, or portfolio complexity. Subject to a $10,000 minimum annual fee.
Fee Estimator
Location
5440 W 110th St., Overland Park, KS, 66211
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jonathan works as an of-counsel attorney on a contract basis for a law firm since 2016, dedicating about 10-20% of his time. His duties include legal analysis, document review, and general legal support.
Employment History
Current Registrations
One Advisory Partners, LLC
Sanders Booze Capital Advisors, LLC
Previous Registrations
Wealth Management Advisors INC
Sanders Booze Capital Advisors
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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