Delphine Hunt is a registered investment advisor at Onedigital, based in Walnut Creek, CA, with 13 years of industry experience. Delphine 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
1450 Maria Lane, Suite 400, Walnut Creek, CA, 94596
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Delphine is a plan advisor for Teros Advisors, providing investment advice, financial planning, and selling commission products to clients, dedicating full-time hours. She also works as a retirement plan advisor with Resources Investment Advisors.
Employment History
Current Registrations
Onedigital
Previous Registrations
Triad Advisors LLCBroker
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
LPL Financial LLC
LPL Financial LLCBroker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
LPL Financial LLC
LPL Financial LLCBroker
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.