Alan Cole is a registered investment advisor at Onedigital, based in Atlanta, GA, with 24 years of industry experience. Alan 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
300 Galleria Pkwy, Suite 1100, Atlanta, GA, 30339
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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
Alan is the Vice President of Retirement Sales and Wealth at Digital Insurance, LLC, providing retirement plan advisory services, dedicating full-time hours to this role. He also operates a real estate business as a sole proprietor, spending a few hours per week on this activity.
Employment History
Current Registrations
Onedigital
Previous Registrations
Osaic Wealth, INC.Broker
Triad Advisors LLCBroker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Tiaa-Cref Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.