Peter Wolk is a ChFC-designated registered investment advisor at Onedigital, based in Miami Beach, FL, with 49 years of industry experience. Peter 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
Miami Beach, FL
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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
Peter is an insurance agent selling life, disability, and long-term care insurance since 2002. He dedicates minimal time to this activity.
Employment History
Current Registrations
Onedigital
Previous Registrations
Wealthsource®
Kingswood Wealth Advisors, LLC
Kingswood Capital Partners, LLCBroker
Securities America, INC.Broker
Securities America Advisors, INC.
Ssn Advisory, INC.
Securities Service Network, LLCBroker
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Securities America, INC.Broker
Walnut Street Securities, INC.Broker
Integrated Resources Equity CorporationBroker
General American Life Insurance CompanyBroker
Nml Equity Services, INC.Broker
Nel Equity Services CorporationBroker
New York Life Variable Contracts CorporationBroker
State Registrations3 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.