Renee Scherzer is a registered investment advisor at Onedigital, based in Scottsdale, AZ, with 30 years of industry experience. Renee 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
Scottsdale, AZ
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Renee is associated with Clear Group Retirement LLC as a business entity for tax/investment purposes, dedicating minimal time. She also deals with non-variable insurance through AUL/OneAmerica, spending minimal time on this activity.
Employment History
Current Registrations
Onedigital
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Oneamerica Securities, INC.Broker
New England SecuritiesBroker
Vanguard CapitalBroker
Salomon Smith Barney INC.Broker
Piper Jaffray INC.Broker
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.