Kyle Jones is a registered investment advisor at Onedigital, based in Independence, KY, with 11 years of industry experience. Kyle 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
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 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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Independence, KY
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2017Denied
Employment History
Current Registrations
Onedigital
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
Huntington Financial Advisors
April 2019 - July 2023 · 4 yrs 3 mos
The Huntington Investment CompanyBroker
March 2019 - July 2023 · 4 yrs 4 mos
Fidelity Personal and Workplace Advisors
July 2018 - February 2019 · 7 mos
Strategic Advisers LLC
January 2017 - July 2018 · 1 yr 6 mos
Fidelity Brokerage Services LLCBroker
July 2015 - February 2019 · 3 yrs 7 mos
State Registrations1 state
KY
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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