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Eugene Gordon

Onedigital
22 Years of Experience
Palo Alto, CA
4 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Eugene Gordon is a registered investment advisor at Onedigital, based in Palo Alto, CA, with 22 years of industry experience. Eugene 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.

Onedigital
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
388 advisors
Number of Clients
18,203 clients
Average Client Portfolio
$8.5M average
Assets Under Management
$155.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Advisory fees are based on a percentage of assets under management, billed quarterly in advance, and will not exceed 2.00% annually.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

591 Lytton Avenue, Palo Alto, CA, 94301

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
April 2020
Final
Regulatory
November 2019
Final
Employment Separation After Allegations
February 2018
Customer Dispute
October 2017
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Eugene is a sole proprietor and agent for insurance sales since 2004, dedicating a few hours per week. He is also a registered representative for Fortune Financial Services, Inc. since 2018 and an investment adviser for OneDigital Investment Advisors LLC since 2024, dedicating about 10-20% of his time to these activities. Eugene is also the owner of HBEN, Inc., which manages his fees as an investment adviser representative, registered representative, and insurance agent, dedicating minimal time to this activity.

Employment History
Current Registrations
Onedigital
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Fortune Financial Services, INC.Broker
March 2018 - January 2026 · 7 yrs 10 mos
Wealthsource®
February 2018 - October 2024 · 6 yrs 8 mos
Morgan StanleyBroker
June 2009 - February 2018 · 8 yrs 8 mos
Morgan Stanley
June 2009 - February 2018 · 8 yrs 8 mos
Citigroup Global Markets INC.
March 2004 - June 2009 · 5 yrs 3 mos
Citigroup Global Markets INC.Broker
February 2004 - June 2009 · 5 yrs 4 mos
State Registrations2 states
CATX
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.
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