Douglas Burnette
Douglas Burnette is a CFP-designated registered investment advisor at Collective Wealth Advisors LLC, based in Lake Charles, LA, with 18 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 4 more. Their firm serves 224 clients with $160M 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% |
Maximum annual fee of 1.50% of assets under management. Fees are negotiable. Third-party sub-advisors or account administrators may charge additional fees ranging from 0.18% to 2.00% depending on the strategy.
Fee Estimator
Location
4833 Ihles Road, Lake Charles, LA, 70605
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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 Activities
Douglas is an RIA/IAR/CCO at Burnette Financial Planning, LLC since 2017, dedicating about three-quarters of his time. He will maintain registration during the transition of clients to Collective Wealth Advisors.
Employment History
Current Registrations
Collective Wealth Advisors LLC
Previous Registrations
Burnette Financial Planning, LLC
Securian 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
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