Douglas Weide is a CFP-designated registered investment advisor at Valiant Wealth, LLC, based in Franklin, TN, 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 207 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees are negotiable for amounts above $5,000,000.
Fee Estimator
Location
99 East Main, Suite 200, Franklin, TN, 37064
Get directionsHistory
Regulatory History (10)
Customer Dispute
September 2011Customer Dispute
October 2009Customer Dispute
August 2009Customer Dispute
February 2009Customer Dispute
February 2009Customer Dispute
January 2009Customer Dispute
January 2009Customer Dispute
January 2008Customer Dispute
March 2007Customer Dispute
December 2000Other Business Activities
Douglas is a partner in 2 Fish, 5 Loaves, LLC, a fish farm, since 2014. He dedicates about 10-20% of his time to this non-investment related activity.
Employment History
Current Registrations
Valiant Wealth, LLC
Previous Registrations
Ameriprise Financial Services, INC.
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
More Advisors
- Isaac Lindell, CFPSagespring Wealth Partners
- Michael Swann, CFPTruist Advisory Services, INC.
- Kyatt Byrd, CFP
- Gary Huband, CFPPure Financial Advisors, LLC
- Stephen Gentzler, CFPAbound Wealth Management, LLC
- Kyle Penders, CFPDefining Wealth