Douglas Mcdaniel
Douglas Mcdaniel is a CFP-designated registered investment advisor at Waverly Advisors, LLC, based in Ridgeland, MS, with 27 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 13 more. Their firm serves 13,689 clients with $30B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.25% to 1.50% annually, applied as a flat or declining marginal rate. Certain equity and options strategies carry an additional 0.25% annual fee. Fees are negotiable.
Fee Estimator
Location
800 Woodlands Pkwy #208, Ridgeland, MS, 39157
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Regulatory History (1)
Customer Dispute
April 2025Employment History
Current Registrations
Waverly Advisors, LLC
Previous Registrations
Efp Advisors
Cs Planning CORP
Cs Planning CORP
Stanford Group Company
Efp Wealth Management
State Registrations2 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.
Exams
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