Storyone Family Office

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Client assets under management

$226,635,817

Clients

132

39% high-net worth

Advisors

of 8 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,716,938

About

StoryOne Family Office provides investment management, financial planning, and a suite of family office services to individuals, high‑net‑worth families, trusts, estates, corporations, qualified retirement plans, and nonprofit entities. The firm typically engages clients under discretionary advisory agreements and structures longer‑term family office relationships that often extend over multiple years.

The firm constructs model portfolios (from conservative to aggressive) and also builds custom portfolios using third‑party research and a broad investable universe that can include publicly traded securities as well as non‑public investments such as private equity, private real estate, structured notes, and certificates of deposit. StoryOne may allocate client assets to unaffiliated independent managers and employs a mix of fundamental, technical, cyclical, and economic analyses to inform strategic asset allocation and trading decisions.

Distinctive elements of the firm include a formal family office program that explicitly covers wealth design, trust administration, lifestyle management, philanthropic planning, and family coaching, mentoring and education, and the brochure notes the firm offers client education through seminars or workshops. The ADV also discloses that certain employees are licensed insurance agents who may receive commissions for insurance sales, a potential conflict of interest the firm identifies and discloses to clients.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Private / alternative investments Real estate investing Options & derivatives strategies

Fee options

Fixed

Family Office services fees are fixed fees negotiated based on scope of work, typically billed quarterly in advance, not exceeding $1,200 prepaid for more than six months.

Percentage

$0 - $1 million: 1.35% $1 million - $2 million: 1.10% $2 million - $5 million: 0.85% $5 million - $10 million: 0.70% $10 million - $25 million: 0.50% $25 million - $100 million: 0.30% $100 million+: 0.20%

Commissions

Certain employees are licensed insurance agents and earn commissions for selling insurance products separate from advisory fees.

Other

Account minimum: $1,000,000

Main office location

Storyone Family Office

7501 College Blvd, Suite 120

Overland Park KS 66210, United States

Number of offices

Most active in

Kansas · Missouri · Nebraska · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Trust company

They provide trust and estate administration services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website 913-544-0600

Advisors at this firm

Madeline B

CFP®, Series 66

Overland Park, KS

Storyone Family Office

Madeline Bayne is a CFP® and Series 66-licensed advisor at StoryOne Family Office with six years of experience in the financial services industry. Her prior roles include positions at Raymond James Financial Services Advisors and Keel Point. StoryOne Family Office serves high-net-worth individuals, families, trusts, and qualified retirement plans by providing portfolio management, financial planning, and a range of family office services tailored to multigenerational clients with complex needs. The firm employs both fundamental and technical analysis within strategic asset allocation and offers educational components such as family coaching and mentoring.

Private / alternative investments Real estate investing Options & derivatives strategies

Cameron B

CFP®, Series 66

Overland Park, KS

Storyone Family Office

Cameron Bond is a CFP® professional with eight years of industry experience, currently serving as an advisor at Storyone Family Office. His prior experience includes eight years at Keel Point Capital, LLC, and a decade working within the Kansas City Kansas Public School District. Storyone Family Office serves high-net-worth individuals, families, trusts, and qualified retirement plans by providing portfolio management, investment analysis, financial planning, and comprehensive family office services. The firm employs a mix of analytical methods and both long- and short-term strategies across a variety of asset types, emphasizing multigenerational wealth management and family education.

Private / alternative investments Real estate investing Options & derivatives strategies

John C

CFP®, Series 63

Overland Park, KS

Storyone Family Office

John Christensen is a CFP® professional with 14 years of industry experience. He is currently with Storyone Family Office, where he has worked since 2024. Prior to this, he spent 13 years at Blue Creek Securities, LLC and Blue Creek Investment Partners, LLC. Storyone Family Office serves high-net-worth individuals, families, trusts, and qualified retirement plans, offering portfolio management, financial planning, and a comprehensive suite of family office services tailored for multigenerational clients with complex needs. The firm employs a mix of analytical methods and both long- and short-term strategies within a strategic asset allocation framework, managing approximately $143.5 million for around 101 clients.

Private / alternative investments Real estate investing Options & derivatives strategies

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