William Stephen Fazekas
Investment adviser representative at Onedigital
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$155.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- OnedigitalAug 2025 to now
- Onedigital Investment Advisors LLCAug 2025 to now
- Mcdonald Partners LLCNov 2020 to Aug 2025
- Gallagher Benefit ServicesFeb 2017 to Oct 2020
- Kestra Financial, Inc.Feb 2017 to Oct 2020
- Independent Financial GroupJun 2015 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (OH).
Onedigital
Legal name: Onedigital Investment Advisors LLC
$155.4BAssets managed
18,203Clients
387Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3224162
- Firm CRD
- 106766