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Form ADV Part 2A Brochure ONE Advisory Partners, LLC (formerly known as ONE Retirement, LLC) 5440 W 110th St., Suite 300 Overland Park, KS 66211 www.oneadvisorypartners.com 9136632376 February 20,

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How to fill out one form adv part

01

Obtain the Form ADV Part 1 document from the Securities and Exchange Commission (SEC) website or through a registered investment advisor.

02

Start by filling out the general information section which includes the name of the investment advisor, business address, contact information, and whether they have a website.

03

Provide information about the ownership and control of the firm, including the names and addresses of any partners, officers, and directors.

04

Disclose any disciplinary history of the firm or its employees, including any legal or regulatory actions taken against them.

05

Specify the types of clients the firm serves, the services offered, and any fees or compensation structures in place.

06

Complete any additional sections as required by the SEC based on the firm's business model and activities.

07

Review the completed Form ADV Part 1 for accuracy and completeness before submitting it to the SEC.

Who needs one form adv part?

01

Investment advisors registered with the Securities and Exchange Commission (SEC) or state securities regulators are required to file a Form ADV Part 1. This document provides essential information about the advisor's business, including their services, fees, and potential conflicts of interest. Clients and potential clients use the Form ADV Part 1 to evaluate an advisor's qualifications and make informed decisions about engaging their services.

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What is one form adv part?

One Form ADV Part is a form filed with the Securities and Exchange Commission (SEC) by investment advisors who registered with the SEC.

Who is required to file one form adv part?

Investment advisors who are registered with the Securities and Exchange Commission (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 information about the investment advisor's business, including services offered, fees charged, and conflicts of interest.

What information must be reported on one form adv part?

Information reported on One Form ADV Part includes details about the investment advisor's business practices, disciplinary history, and key personnel.

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