AT
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
328 advisors
Number of Clients
19,007 clients
Average Client Portfolio
$7.5M average
Assets Under Management
$142.6B
Fee Structure
Minimum Investment:None
Financial Planning:Investment management only
OneDigital charges fees for investment advisory/management services either as a percentage of assets in the retirement plan or as a flat annual fee. These fees are negotiable and vary based on plan size and services provided. For the Personalized Portfolios program, fees are based on a percentage of the participant’s plan account value. Fees do not include taxes, custodial fees, brokerage commissions, or other fund-related charges.
Areas of Practice
Retirement Planning
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Advisor Information
Office location
11101 Switzer Road, Suite 200, Overland Park, KS, 66210
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Onedigital
October 2023 - Present · 2 yrs 3 mos
Previous Registrations
Vanguard Marketing CorporationBroker
February 2016 - August 2022 · 6 yrs 6 mos
Vanguard Marketing CorporationBroker
August 2011 - October 2013 · 2 yrs 2 mos
State Registrations2 states
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Advisor
Exams
No exam information available for this advisor.