Remember why you became and advisor? Let’s get you back there.
As former XYPN members, we designed a firm purposely built for fee‑only planners who want better clients, better support, and their time back.
Our Virtual Family Office firm is for planning‑first, fee‑only advisors who are ready to let go of the solo‑owner burden without giving up their independence or philosophy.
Add more ideal clients
Serve clients from anywhere
Free up time for what you love
What you really want your practice to look like
What if your week looked like this?
You spend the majority of your time in meaningful client conversations and deep planning work.
Qualified, right‑fit prospects show up on your calendar without you grinding on marketing every night.
A professional operations team handles onboarding, paperwork, money movement, and service requests.
Compliance, billing, and technology are handled centrally—not by you at 10:30 p.m.
You work with fewer, more affluent households who genuinely value comprehensive planning.
If you’re like many XYPN‑style solo firm owners, you love the planning and relationships—but you’re tired of being the CEO, COO, CCO, CMO, and CTO of a one‑person shop. Our platform is designed to let you keep the best parts of your practice and offload everything else.
Our goal is to help you
Do more real planning
Spend most of your week serving clients and solving complex problems—not wrestling with software, workflows, and state compliance.
Protect and grow your income
Match or beat what your solo firm nets today, add a full employer‑paid benefits package, and unlock higher earnings as you grow.
Offload the business‑owner burden
We centralize marketing, operations, compliance, and technology so you can stop running a firm by yourself and start operating as a fully supported lead advisor.
We built the operating system for planning‑first, fee‑only advisors
You don’t have to choose between true independence and real infrastructure.
ONE Advisory Partners combines a Virtual Family Office service model with centralized marketing, a dedicated S.E.A.L. operations team (Support, Execution, And Logistics), and an XYPN curated technology stack—so you can deliver high‑level advice to $2M+ families without rebuilding everything on your own.
Centralized marketing that consistently books qualified planning conversations from your ideal client profile.
A S.E.A.L. team that handles onboarding, service, paperwork, and money movement to our standards.
RIA compliance, billing, and technology managed at the firm level.
A team of peers and specialists to collaborate with on complex planning and Virtual Family Office cases.
What our platform includes
Our platform is purposely built to allow you to maximize your time with clients and prospects, from almost anywhere.
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You keep your advice and relationships
You remain the lead advisor for your clients. You keep your planning philosophy and personal style; we give you a stronger chassis to deliver it.
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A proven, scalable marketing system
We invest in targeted advertising and content to reach professionals, executives, and business owners ages 55–70 with $2M+ in investable assets. Our team handles the funnel so you can focus on the conversations.
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True operations support (S.E.A.L. team)
Our S.E.A.L. team manages onboarding, account maintenance, transfers, RMDs, distributions, and ongoing service. You are supported by people whose full‑time job is execution and logistics—not trying to squeeze it in between client meetings.
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Compliance & risk management
We handle the RIA compliance program—policies, procedures, exams, ADV updates, and E&O. You are no longer the CCO of a one‑person firm.
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An XYPN-curated technology stack
All of your favorite tech tools - Wealthbox, RightCapital, Holistiplan, Hazel, Black Diamond, Calendly, fpPathfinder, and more.
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100% employer‑paid benefits (for W‑2 advisors)
Health, dental, vision, life/AD&D, LTD, STD, 401(k) match, and employer payroll taxes are covered by the firm, on top of your grid compensation.
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Flexible affiliation options
We offer W‑2 and 1099 structures for the right advisors. Either way, you gain access to our platform, VFO model, and support.
Are We a Match?
You’re an XYPN‑style, fee‑only planner who built something you’re proud of—but the business‑owner role is wearing you down. If this sounds like you, we should talk.
You are a planning‑centric fiduciary who wants to spend far more time with clients and far less time on operations, billing, marketing, and compliance.
You currently run your own RIA (XYPN or a similar community) and you’re open to joining a platform that preserves your independence while removing the solo‑owner load.
You’re typically over $200k+ in annual revenue and feel you’re nearing a ceiling with your current infrastructure.
You want to serve fewer, more affluent households (often 55–70 with $2M+ in investable assets) and deliver a true family office experience instead of a pure subscription model.
You value collaboration, shared resources, and a team you can lean on for complex planning and implementation.
Take the First Step—Schedule a Call
If this resonates, the next step is a confidential, numbers‑based conversation. We’ll look at:
Your current revenue, client mix, and true net after expenses, benefits, and self‑employment taxes.
What your ideal practice and life look like over the next 3–5 years.
How ONE’s platform, client base, and compensation structure could match or improve your current economics.
A transition plan that protects your income and delivers a smooth experience for your clients.