MR
CFP
MR
CFP

Matthew Rembish

6 Years of Experience
Boonton, NJ

Matthew Rembish is a CFP-designated registered investment advisor at Onedigital, based in Boonton, NJ, with 6 years of industry experience. Matthew 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
356 advisors
Number of Clients
19,007 clients
Average Client Portfolio
$7.5M average
Assets Under Management
$142.6B

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.

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Location

305 West Main Street, Suite 1151, Boonton, NJ, 07005

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Onedigital
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Aurora Private Wealth, INC.
February 2020 - December 2022 · 2 yrs 10 mos
Apw Capital, INC.Broker
November 2019 - December 2022 · 3 yrs 1 mo
State Registrations1 state
NJ
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.
Matthew Rembish - Financial Advisor | TrueAdvisor