Troy Tummond is a registered investment advisor at Onedigital, based in Lake City, FL, with 32 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 19,007 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OneDigital charges investment advisory fees based on a percentage of the value of your investments, typically billed quarterly in advance. The annual fee will not exceed 2.00%. Clients can combine accounts within their household to reach higher discount tiers. Fees may be deducted from your account or billed directly. Fees are prorated for new accounts or terminations. OneDigital may recommend third-party asset managers, whose fees are separate.
Location
Lake City, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Troy is a member of Five Partners Golf, Florida Pension Group, NetEagle, and YJ2J, LLCs, and managing partner of Bull Bat Time, LLC, all investment-related. He is also EVP Retirement and Wealth at OneDigital Advisors, spending nearly full-time on sales and service of retirement plans and individual wealth management.
Employment History
Current Registrations
Onedigital
Previous Registrations
Osaic Wealth, INC.Broker
Triad Advisors LLCBroker
Ifp Securities, LLCBroker
Independent Financial Partners
LPL Financial LLCBroker
New England Securities Corporation
New England SecuritiesBroker
Equity Services, INC.Broker
Liberty Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.