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Robert Renton Worsfold

Onedigital Investment Advisors

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About Robert Renton Worsfold

Robert Renton Worsfold is an investment advisor representative registered with Onedigital Investment Advisors in Massachusetts. Robert is a Series 65 license holder, having passed the Uniform Investment Adviser Law Examination in June of 2023. Robert has over 20 years of experience in the financial services industry, having worked with various companies such as ForUsAll, Inc., Custodia Financial, and Edelman Financial Engines. Robert's specializations include Retirement Planning, College Savings Plans, Estate Planning, Insurance, and Mutual Funds. Robert is dedicated to providing personalized financial advice to individuals and families.

Firm Information

Robert Worsfold is currently registered with Onedigital Investment Advisors. Onedigital Investment Advisors is a financial advisory firm based in Overland Park, KS with a focus on providing investment and wealth management services. The firm manages over $107 billion in assets for various clients, including individuals, corporations, and institutions. They offer a wide range of services, including financial planning, portfolio management, and pension consulting. The firm employs over 380 investment advisory professionals and has a history of strong client relationships.
Onedigital Investment Advisors

11101 SWITZER ROAD

OVERLAND PARK, KS 66210

$107.10B

Assets Under Management

360

Total Clients

324

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Robert Worsfold’s Registration & Firm History

MA

07/18/2023 - Present

Onedigital Investment Advisors (Danvers MA)

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Licenses & Designations

IA

Issued 06/01/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Renton Worsfold.
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