EF
EF

Elmer Ferguson

25 Years of Experience
San Bruno, CA
1 Disclosure

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.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
356 advisors
Number of Clients
19,007 clients
Average Client Portfolio
$7.5M average
Assets Under Management
$142.6B

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.

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Location

San Bruno, CA

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History

Regulatory History (1)
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Regulatory
December 2025
Final
Other Business Activities

Elmer 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.

Employment History
Current Registrations
Onedigital
February 2019 - Present · 7 yrs 3 mos
Previous Registrations
Triad Advisors LLCBroker
February 2019 - December 2019 · 10 mos
Mma Securities LLCBroker
September 2015 - March 2019 · 3 yrs 6 mos
Mma Securities LLC
September 2015 - March 2019 · 3 yrs 6 mos
Mmc Securities CORP.
December 2014 - October 2015 · 10 mos
Mmc Securities CORP.Broker
December 2014 - October 2015 · 10 mos
Spectrum Capital, LLCBroker
May 2013 - February 2014 · 9 mos
Sagepoint Financial, INC.
March 2013 - July 2018 · 5 yrs 4 mos
Sagepoint Financial, INC.Broker
April 2007 - July 2018 · 11 yrs 3 mos
Park Avenue Securities LLC
April 2004 - March 2007 · 2 yrs 11 mos
Park Avenue Securities LLCBroker
October 2001 - March 2007 · 5 yrs 5 mos
TD Waterhouse Investor Services, INC.Broker
November 2000 - October 2001 · 11 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
Elmer Ferguson - Financial Advisor | TrueAdvisor