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Joseph Syron

Onedigital
4 Years of Experience
Annandale, VA
1 Disclosure
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Joseph Syron is a registered investment advisor at Onedigital, based in Annandale, VA, with 4 years of industry experience. Joseph 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
—
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Location

Annandale, VA

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History

Regulatory History (1)
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Criminal
January 1997
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Onedigital
December 2025 - Present · 10 mos
Previous Registrations
Orion Investment Advisors, LLC
February 2014 - March 2018 · 4 yrs 1 mo
State Registrations1 state
VA
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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