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DH
CFP
DH
CFP
Douglas Steven Huddleston
Apella Wealth
16 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Tax Planning
Education Planning
Apella Wealth
Compensation
Fee-Only (AUM)
Firm Size
68 advisors
Number of Clients
3,976 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$4.7B
Fee Structure
Minimum Investment:
$500K
Investment Management
Planning
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Location
10 South Main Street, Suite 104, Topsfield, MA, 01983
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History
Regulatory History (1)
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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.
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Regulatory
May 2015
Final
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Apella Wealth
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Barker Financial Group, INC.
November 2009 - March 2025 · 15 yrs 4 mos
State Registrations
3 states
CT
FL
MA
Advisor
Exams
No exam information available for this advisor.