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CFP
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CFP

Douglas Vowels

Intentional Wealth Planning
24 Years of Experience
Brentwood, TN
1 Disclosure
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Douglas Vowels is a CFP-designated registered investment advisor at Intentional Wealth Planning, based in Brentwood, TN, with 24 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.

Intentional Wealth Planning
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.95%

Annual advisory fees generally range from 0.50% to 1.95% of assets under management, depending on account size and complexity, and will not exceed 1.95%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9020 Overlook Blvd, Suite 310, Brentwood, TN, 37027

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2015
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Intentional Wealth Planning
August 2026 - Present · 2 mos
Previous Registrations
Advisory Services Network
December 2019 - August 2026 · 6 yrs 8 mos
MML Investors Services, LLC
March 2015 - December 2019 · 4 yrs 9 mos
MML Investors Services, LLCBroker
January 2015 - December 2019 · 4 yrs 11 mos
Nylife Securities LLCBroker
March 2002 - January 2015 · 12 yrs 10 mos
State Registrations1 state
TN
Advisor

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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