DW
CFP
DW
CFP

Douglas White

25 Years of Experience
Dallas, TX
Broker

Douglas White is a CFP-designated registered investment advisor at Guidestone Advisors, based in Dallas, TX, with 25 years of industry experience. Douglas is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 2,089 clients with $2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25 advisors
Number of Clients
2,089 clients
Average Client Portfolio
$937K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum annual fee is up to 1.0% of assets under management depending on the program. Fees may be waived or negotiated at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5005 Lbj Freeway, Ste. 2200, Dallas, TX, 75244-6152

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Guidestone Advisors
September 2009 - Present · 17 yrs 1 mo
Guidestone Financial ServicesBroker
September 2009 - Present · 17 yrs 1 mo
Previous Registrations
Pfpc Distributors, INC.Broker
May 2001 - September 2009 · 8 yrs 4 mos
American Express Financial Advisors INC.Broker
October 2000 - February 2001 · 4 mos
Ids Life Insurance CompanyBroker
October 2000 - February 2001 · 4 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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