Wesley Brown is a CFP-designated registered investment advisor at Onedigital, based in Santa Maria, CA, with 26 years of industry experience. Wesley 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
2125 S. Broadway Suite 110, Santa Maria, CA, 93454
Get directionsHistory
Regulatory History (3)
Financial
January 2022Financial
October 2016Customer Dispute
November 2008Employment History
Current Registrations
Onedigital
Previous Registrations
Vellum Financial, LLC
Wealthsource®
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
Morgan Stanley
State Registrations2 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.
Exams
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