One Advisory Partners

The firm is led by Co-Founder and Managing Partner Ron Sanders and Co-Founder and Senior Partner Jonathan Booze, a JD and CFP. The firm operates as a flat-fee, fiduciary advisory practice rather than a discretionary fund manager. Investment advice is delivered directly by the advisor team, which includes multiple CERTIFIED FINANCIAL PLANNER™ professionals. No separate CIO or investment committee is publicly identified.

One Advisory Partners markets itself as a virtual family office serving multiple client households, which makes it a multi-family office in function. It does not serve one single-family fortune. It replicates the integrated tax, legal, and financial planning function of a single-family office for professionals who do not require a dedicated private office setup.

The firm states it is a full-time fiduciary paid only by its clients, not by commissions or product providers. It describes its model as flat-fee wealth management, positioning it as an alternative to asset-based commission structures at large brokerages. Exact fee schedules are not publicly disclosed on the website.

One Advisory Partners integrates tax planning into its core wealth management offering. For legal needs such as estate planning, the firm coordinates with external professionals rather than employing attorneys in-house. Client testimonials cite referrals for estate planning services.

The firm explicitly targets successful, busy professionals who are approaching or transitioning into retirement. Its proprietary focus is on the shift from wealth accumulation to decumulation — managing the drawdown of assets to sustain lifestyle, healthcare, and legacy goals. The typical client is not an institution but an individual or family facing retirement complexity.