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Form ADV Part 2A
Brochure
ONE Advisory Partners, LLC (formerly known as ONE Retirement,
LLC)
10851 Martin Boulevard, Ste 270
Overland Park, KS 66210
www.oneadvisorypartners.com
9136632376
August 15,
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Who needs one form adv part?
01
One form adv part is needed by financial advisors or firms registered with the SEC (Securities and Exchange Commission).
02
It is required for regulatory compliance and provides important information about the advisor's business practices, fees, and potential conflicts of interest.
03
Investors and clients can reference the form to make informed decisions about working with a particular advisor or firm.
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What is one form adv part?
One Form ADV Part is a disclosure document that investment advisers registered with the SEC must file. It consists of two parts: Part 1 and Part 2.
Who is required to file one form adv part?
Investment advisers registered with the SEC are required to file One Form ADV Part.
How to fill out one form adv part?
One Form ADV Part can be filled out electronically through the Investment Adviser Registration Depository (IARD) system.
What is the purpose of one form adv part?
The purpose of One Form ADV Part is to provide clients and potential clients with important information about an investment adviser, including its services, fees, conflicts of interest, and disciplinary history.
What information must be reported on one form adv part?
Information such as the adviser's business practices, ownership, affiliations, fees, types of clients, and disciplinary history must be reported on One Form ADV Part.
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