One Retirement, LLC is a large advisory firm based in Overland Park. It manages $202 million of regulatory assets for 438 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Kansas, Missouri, Nebraska, and Texas.
One Retirement provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of One Retirement, LLC is $202 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 70% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay One Retirement, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Ronald Nelson Sanders is pension and profit sharing plans with 7 clients and $107 million of assets under management. Among the 8 most similar advisory firms, One Retirement has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $202 million for 225 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
One Retirement doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Ronald Nelson Sanders has been acting as President since 1 Dec 2011. Michael Allen Smoots joined the executive team most recently as the Chief Compliance Officer.
The principal office where One Retirement, LLC performs its advisory services is located at 10851 Mastin Boulevard, Overland Park, KS 66210, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 913-663-2376 or by fax 913-660-0643. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at oneretirement.com.