TrueAdvisor
TrueAdvisor
WD
CFP · ChFC
WD
CFP · ChFC

William Damora

Onedigital
51 Years of Experience
Bernardsville, NJ
BrokerSells Insurance
View SEC Summary
View SEC Summary

William Damora is a CFP, ChFC-designated registered investment advisor at Onedigital, based in Bernardsville, NJ, with 51 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. 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

Bernardsville, NJ

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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 ActivitiesSells Insurance

William is an agent for AXA Equitable selling life and annuity products, and a broker for group health and disability insurance. He also owns Wills Hole Marina, 501 Broadway LLC (office space rental), is a Senior Director at KB Financial Partners, LLC, and a Vice President at One Digital Corporation.

Employment History
Current Registrations
Onedigital
September 2022 - Present · 4 yrs 1 mo
M Holdings Securities, INC.
April 2012 - Present · 14 yrs 6 mos
M Holdings Securities, INC.Broker
April 2012 - Present · 14 yrs 6 mos
Previous Registrations
M Holdings Securities, INC.
September 2013 - February 2024 · 10 yrs 5 mos
Kb Financial Partners, LLC
April 2012 - December 2023 · 11 yrs 8 mos
M Holdings Securities, INC.Broker
March 2012 - March 2012 · 0 mos
Kingsbridge Advisors, LLC
October 2004 - June 2013 · 8 yrs 8 mos
AXA Advisors, LLC
July 2002 - April 2012 · 9 yrs 9 mos
Ing Financial Advisers, LLCBroker
May 2000 - May 2006 · 6 yrs
AXA Advisors, LLCBroker
October 1980 - April 2012 · 31 yrs 6 mos
The Equitable Life Assurance Society of the United StatesBroker
June 1975 - January 2000 · 24 yrs 7 mos
State Registrations15 states
CACOCTFLMAMNNCNDNJNYPATXVAVTVirgin Islands
AdvisorBrokerBoth

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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