James Hager
James Hager is a CFP-designated registered investment advisor at Onedigital, based in Apex, NC, with 28 years of industry experience. James 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
2021 Shepard'S Vineyard Drive, Suite 100, Apex, NC, 27502
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2020Customer Dispute
December 2012Other 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
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Wealth, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Invest Financial CorporationBroker
Washington Square Securities, INC.Broker
Ameritas Investment CORP.Broker
Mony Securities CORP.Broker
Pruco Securities CorporationBroker
State Registrations26 states
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.