Reid Wilson is a ChFC-designated registered investment advisor at Onedigital, based in Phoenix, AZ, with 22 years of industry experience. Reid 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
7600 N. 16th Street, Suite 100, Phoenix, AZ, 85020
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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 Activities
Reid manages multiple residential properties through various LLCs. He spends minimal time on each property, primarily interacting with professional property managers and paying bills.
Employment History
Current Registrations
Onedigital
Previous Registrations
World Investment Advisors, LLC
Pensionmark Securities, LLCBroker
Vanguard Marketing CorporationBroker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Next Financial Group, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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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