Elmer Ferguson is a registered investment advisor at Onedigital, based in San Bruno, CA, with 25 years of industry experience. Elmer 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.
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.
San Bruno, CA
Get directionsElmer is involved in several outside business activities. He works for Teros Advisors and Resources Investment Advisors, both investment-related, dedicating about a quarter of his time to each. Elmer also serves as co-trustee for a family trust, owner/president of Ferguson Holdings LLC (rental real estate), and owner/president of Ferg's Public House, Inc (bar/restaurant), spending minimal time on each of these activities.
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.