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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
February
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How to fill out one form adv part
How to fill out one form adv part
01
To fill out one form adv part, follow these steps:
02
Obtain a copy of the form adv part document.
03
Read the instructions carefully to understand the information required.
04
Start by providing the basic details such as your name, address, and contact information.
05
Next, provide information about your firm, including its name, address, and contact details.
06
Fill in details about your firm's ownership structure and management.
07
Provide information about the types of advisory services your firm offers.
08
Describe your firm's fee structure and investment strategies.
09
Disclose any potential conflicts of interest that may arise in your advisory business.
10
Provide information about your firm's disciplinary history, if any.
11
Review the completed form adv part for accuracy and completeness.
12
Sign and date the form adv part.
13
Submit the form adv part as required by the regulatory authorities.
Who needs one form adv part?
01
One form adv part is needed by registered investment advisors (RIAs) who are required to file with the U.S. Securities and Exchange Commission (SEC) or state securities regulators.
02
It is an essential document for RIAs to disclose information about their advisory business, fee structure, investment strategies, potential conflicts of interest, and disciplinary history, among other details.
03
Filling out one form adv part is a regulatory requirement to provide transparency to clients and regulatory authorities about the operations and services offered by the registered investment advisor.
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What is one form adv part?
One form adv part is a document filed with the Securities and Exchange Commission (SEC) by registered investment advisors.
Who is required to file one form adv part?
Registered investment advisors 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 information about the advisor's business, services offered, fees charged, disciplinary history, and conflicts of interest.
What information must be reported on one form adv part?
Information such as the advisor's assets under management, client types, business practices, affiliations, and financial industry activities must be reported on one form adv part.
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