Casey Rosenthal is a CFP-designated registered investment advisor at Onedigital, based in Manassas, VA, with 3 years of industry experience. Casey 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
9265 Corporate Circle, Manassas, VA, 20110
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Casey works as a Wealth Management Solutions Coordinator at Rosenthal Wealth Management Group since June 2022, assisting advisors. This takes about a quarter of their time, including during trading hours.
Employment History
Current Registrations
Onedigital
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Cetera Wealth Services, LLCBroker
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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