Michael
Goddard

Onedigital Investment Advisors

CRD#4739858
Investment Advisor
in Torrance, CA

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About this Advisor

Michael Goddard is a financial advisor based in Torrance, California, working with Onedigital Investment Advisors. Michael has previously held positions at Lpl Financial LLC, Independent Financial Partners, Onedigital Investment Advisors LLC, and Triad Advisors. Michael has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Michael is part of Onedigital Investment Advisors, which operates out of Torrance, California. The firm has 83 offices and 550 employees. The firm manages assets totaling $107.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Onedigital Investment Advisors includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

21151 S. Western Avenue Suite 163
Torrance, CA 90501

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Onedigital Investment Advisors Brokerage Details

Total Assets Under Management

$107,102,318,821

CA Average: $2,243,162,756
Total Number of Employees

550

CA Average: 44
Total Number of Accounts

57,121

CA Average: 4,091
Average Account Size

$1,875,008

CA Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Michael Goddard Work History

2018 - Present (6 years)

Onedigital Investment Advisors LLC

2019 - 2019 (< 1 year)

Triad Advisors

2013 - 2018 (5 years)

Lpl Financial LLC

2013 - 2018 (5 years)

Independent Financial Partners

Disclosures

Please visit the SEC profile of Michael Goddard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Onedigital Investment Advisors

Elaine Featherstone
Auburn Hills, MI
Shemar Etienne
Atlanta, GA
Donald Bateman
Knoxville, TN
Ruth Rivera
Round Rock, TX
Jonas Boyer
Overland Park, KS
Alex Esposito
Overland Park, KS
Camay Pascucci
Danvers, MA
Katie Calpin
West Harrison, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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