TrueAdvisor
TrueAdvisor
JH
CFP
JH
CFP

James Hager

Onedigital
29 Years of Experience
Apex, NC
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

James Hager is a CFP-designated registered investment advisor at Onedigital, based in Apex, NC, with 29 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 18,203 clients with $160B in assets under management.

Onedigital
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
385 advisors
Number of Clients
18,203 clients
Average Client Portfolio
$8.5M average
Assets Under Management
$155.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Advisory fees are based on a percentage of assets under management, billed quarterly in advance, and will not exceed 2.00% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2021 Shepard'S Vineyard Drive, Suite 100, Apex, NC, 27502

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2020
Settled
Customer Dispute
December 2012
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

James sells and services non-variable insurance products and fixed/indexed annuities, dedicating about 10-20% of his time to each. He also owns Hager Financial S Corp, land for timber sales, a shell company called Financial Strategies Group, and commercial real estate.

Employment History
Current Registrations
Onedigital
April 2025 - Present · 1 yr 6 mos
Osaic Wealth, INC.Broker
June 2024 - Present · 2 yrs 4 mos
Previous Registrations
Osaic Wealth, INC.
June 2024 - April 2025 · 10 mos
Securities America Advisors, INC.
May 2016 - June 2024 · 8 yrs 1 mo
Securities America, INC.Broker
May 2016 - June 2024 · 8 yrs 1 mo
Woodbury Financial Services, INC.
April 2009 - June 2016 · 7 yrs 2 mos
Woodbury Financial Services, INC.
February 2004 - December 2008 · 4 yrs 10 mos
Woodbury Financial Services, INC.Broker
February 2004 - June 2016 · 12 yrs 4 mos
Metlife Securities INC.
June 2002 - February 2004 · 1 yr 8 mos
Metlife Securities INC.Broker
June 2001 - February 2004 · 2 yrs 8 mos
Metropolitan Life Insurance CompanyBroker
June 2001 - February 2004 · 2 yrs 8 mos
Invest Financial CorporationBroker
July 2000 - June 2001 · 11 mos
Washington Square Securities, INC.Broker
April 2000 - June 2000 · 2 mos
Ameritas Investment CORP.Broker
October 1999 - April 2000 · 6 mos
Mony Securities CORP.Broker
January 1999 - January 1999 · 0 mos
Pruco Securities CorporationBroker
July 1997 - October 1999 · 2 yrs 3 mos
State Registrations27 states
ALARCACOFLGAIDKSKYMAMDMEMINCNHNJNVNYORPASCTNTXUTVAWAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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