William Fazekas is a CFP-designated registered investment advisor at Onedigital, based in Willoughby, OH, with 26 years of industry experience. William 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
Willoughby, OH
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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
William works for Jacobs Entertainment in live events and guest services/security for about 10 hours per week. He is also a licensed insurance agent and may offer insurance products to clients, spending minimal time on these activities.
Employment History
Current Registrations
Onedigital
Previous Registrations
Mcdonald Partners LLC
Mcdonald Partners LLCBroker
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Voya Financial Partners, LLCBroker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
LPL Financial CorporationBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
TD Waterhouse Investor Services, INC.
TD Waterhouse Investor Services, 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
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