Thomas Douglass
Thomas Douglass is a CFP-designated registered investment advisor at Douglass Investment Group, based in Wichita, KS, with 27 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 118 clients with $170M 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 | 1.00% |
Fees are negotiable and may be lower than the standard fee.
Fee Estimator
Location
9412 East Central Avenue, Wichita, KS, 67206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Thomas owns Douglass Holdings LLC, a rental real estate business, and spends minimal time on it. He is also the CEO of Douglass Investment Group, LLC, a support company, and spends minimal time on it. Thomas also works as an insurance agent, dedicating about 10-20% of his time to selling various insurance products.
Employment History
Current Registrations
Douglass Investment Group
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Prudential Securities IncorporatedBroker
Prudential Securities Incorporated
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.