AE
CFP
AE
CFP

Adriana Sanchez De Tagle Elwood

4 Years of Experience
Areas of Practice
Retirement PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
328 advisors
Number of Clients
19,007 clients
Average Client Portfolio
$7.5M average
Assets Under Management
$142.6B

Fee Structure

Financial Planning:Investment management only
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Location

3411 Richmond Avenue, Suite 750, Houston, TX, 77046

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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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Other Business Activities

Adriana owns and manages a rental property since August 2015, dedicating minimal time to it. She is aware that the rental property cannot be rented to clients of OneDigital Investment Advisors LLC.

Employment History
Current Registrations
Onedigital
February 2024 - Present · 2 yrs
Previous Registrations
Legacy Asset Management, INC.
November 2021 - August 2024 · 2 yrs 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.