Clear Fees.
True Fiduciary Advice.
Experience transparent, predominately flat-fee pricing designed with your best interests in mind.
Our Fees Are Simple, Transparent and Fair.
At ONE Advisory Partners, clarity and fairness are at the heart of our pricing. Our fee structure is designed to be transparent, competitive, and aligned with your long-term interests.
How Our Fees Work
Annual Membership Fee: Starting at $10,000
You pay a clear, predictable annual membership fee for comprehensive financial planning, retirement guidance, tax planning and preparation and personal legal services including estate planning. This covers ongoing access to your dedicated advisory team, robust financial plans, proactive retirement tax strategies, and regular check-ins— to ensure you are always up to date.
Asset-Based Fee: 0.35% on Managed Assets
In addition to the flat membership fee, we charge 0.35% annually of the assets we directly manage for you. This rate is substantially below the industry average, where many firms typically charge 1% or more of assets under management. By combining a flat fee with a modest asset-based fee, we ensure you receive dedicated service, strategic investment management, and measurable value.
Why This Structure Benefits You
-
No Hidden Costs
You always know exactly what you’re paying for. No hidden fees, no commissions. We offer complete transparency of all costs.
-
Aligned Interests
We do not earn commissions from product sales, and our fee structure ensures you receive objective advice centered on your needs—not ours.
-
You Benefit From Growth
Our flat membership fee and low asset-based rate can result in significant savings compared to traditional percentage-only fee models, especially as your portfolio grows.
Our transparent approach is designed to deliver confidence and peace of mind as you prepare for and enjoy retirement. If you have any questions about how our fees work for your specific situation, we’re happy to walk you through every detail—so you always feel informed and in control.
Enter your details to see how much incremental wealth ONE Advisory Partners could create for you:
*Chart shows the impact of fees over a 30 year period. Assumes no contributions or distributions. Assumes industry average AUM fee of 1.00%. ONE Advisory Partner’s fee is for illustrative purposes only and includes a Membership Fee of $10,000 annually plus an investment management fee of 0.35% annually. The use of an annualized return is in no way indicative of an actual return realized by a client. No guarantee of a return is implied or intended. All investing involves risk. Data available upon request.