One Advisory Partners, Llc
- Regulatory AUM
- $370M
- Discretionary
- $370M
- Clients
- 314
- Avg AUM / client
- $1.2M
- Accounts
- 316
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Apr 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 213 | $92.7M | 25.1% |
| High net worth individuals | 101 | $276M | 74.6% |
| Charitable organizations | 0 | $1.0M | 0.28% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Littler Mendelson 401(k) Plan And Trust Littler Mendelson, P.C. | 2024 | |
| American Century Retirement Plan American Century Services, Llc | 2024 | |
| Gilmore & Bell, P.C. 401(k) Profit Sharing Plan & Trust Gilmore & Bell, P.C. | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ronald Nelson Sanders | Ceo/Cco | Dec 2011 (15y) | ≈ 56.25% – 100% via Ronald N. Sanders Revocable Living Trust | |
| Jonathan Lawrence Booze | Trustee | CFP | Mar 2012 (14y) | ≈ 0% – 5% via Jonathan L. Booze Revocable Living Trust |
| Daniel J Miller | Registered representative | CFP | Jul 2015 (11y) | |
| Michele Lee Gawthrop | Registered representative | CFP | Jan 2020 (7y) | |
| William Andrew Snider | Registered representative | Apr 2025 (1y) | ||
| Christel Parkinson Turkiewicz | Registered representative | Jun 2025 (1y) | ||
| Scott Andrew Rojas | Registered representative | CFP | Aug 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ronald N. Sanders Revocable Living Trust | Member | Mar 2021 | A | 75% or more |
| Jonathan L. Booze Revocable Living Trust | Member | Dec 2017 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ronald Nelson Sanders: 75% – 100% of Ronald N. Sanders Revocable Living Trust × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Jonathan Lawrence Booze: 75% – 100% of Jonathan L. Booze Revocable Living Trust × 0% – 5% direct ≈ 0% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Littler Mendelson 401(k) Plan And Trust | Littler Mendelson, P.C. | 2,298 | $1.1B | 01/01/2024 |
| American Century Retirement Plan | American Century Services, Llc | 1,410 | $1.1B | 01/01/2024 |
| Gilmore & Bell, P.C. 401(k) Profit Sharing Plan & Trust | Gilmore & Bell, P.C. | 119 | $72.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/04/2026 | 979 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $273M (74% of AUM) Apr 2026
- Ascensus Trust Company $136M (39% of AUM) Mar 2022
- National Financial Services (Fidelity) $96.2M (26% of AUM) Apr 2026
- Reliance Trust Company $25.8M (7% of AUM) Mar 2022
- Mtg, Llc $722K (0% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 04, 2026.
View current Form ADV (SEC/IAPD) ↗