William Damora is a CFP, ChFC-designated registered investment advisor at Onedigital, based in Princeton, NJ, with 50 years of industry experience. William 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
300 Carnegie Center Drive, Ste 240, Princeton, NJ, 08540
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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 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
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Previous Registrations
M Holdings Securities, INC.
Kb Financial Partners, LLC
M Holdings Securities, INC.Broker
Kingsbridge Advisors, LLC
AXA Advisors, LLC
Ing Financial Advisers, LLCBroker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations15 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.