Deana Arnett is a CFP, ChFC-designated registered investment advisor at Onedigital, based in Haymarket, VA, with 27 years of industry experience. Deana operates on a fee-only basis, meaning they do not earn commissions from product sales. 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees are based on a percentage of assets under management, billed quarterly in advance, and will not exceed 2.00% annually.
Fee Estimator
Location
Haymarket, VA
Get directionsHistory
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
Deana is an independent insurance agent selling fixed insurance products since 2016, dedicating nearly full-time hours to this activity. She also works as a financial advisor for Rosenthal Wealth Management Group since 2014, spending nearly full-time hours selling securities and investment products.
Employment History
Current Registrations
Onedigital
Previous Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Morgan Stanley Dw INC.Broker
Morgan Stanley
American Express Financial Advisors, INC.
Ids Life Insurance CompanyBroker
American Express Financial Advisors 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.
Exams
More Advisors
- Jill Bertke, CFPTvamp, LLC
- John May, CFPXml Financial Group
- John May, ChFCOsaic Wealth, INC.
- Karen Pratt, ChFCState Farm Investment Management CORP.
- Mark Miller, CFPEdward Jones