Nicholas Rostykus
Nicholas Rostykus is a CFP-designated registered investment advisor at Onedigital, based in Tulsa, OK, with 16 years of industry experience. Nicholas 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
12 N Cheyenne Ave, Suite #141, Tulsa, OK, 74114
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2023Other Business ActivitiesSells Insurance
Nicholas is an insurance agent since February 2020, dedicating a few hours per week to insurance sales. He also owns Heights Leather Company LLC, a business selling leather goods, spending about 10-20% of his time on operational, management, and leather-making duties.
Employment History
Current Registrations
Onedigital
Previous Registrations
Wealthsource®
Surepath Wealth Management
Royal Alliance Associates, INC.Broker
Royal Alliance Associates, INC.
Signator Investors, INC.
Signator Investors, INC.Broker
State Registrations2 states
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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