Douglas Aumont
Douglas Aumont is a CFP-designated registered investment advisor at Financial Thinking Partner Wealth Advisors, based in Parker, CO, with 11 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Charitable Giving, Education Planning, Estate Planning, and 7 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Financial Thinking Partner charges a flat annual fee for investment management rather than a percentage of your portfolio. The annual rates are:
- Households of two persons (couples) — $12,000 per year
- Individuals — $10,500 per year
This fee is billed quarterly in advance ($3,000 per quarter for couples; $2,625 per quarter for individuals). For situations of unusual complexity, the firm may quote a higher flat fee. Financial Thinking Partner evaluates fees before engagement to ensure the flat fee does not exceed approximately 2% of your investable assets.
Location
Parker, CO
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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 →Employment History
Current Registrations
Financial Thinking Partner Wealth Advisors
Previous Registrations
Creativeone Wealth, LLC
Entrewealth
Arkadios CapitalBroker
Arkadios Wealth Advisors
Parkland Securities, LLCBroker
Spc
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Oppenheimerfunds Distributor, INC.Broker
State Registrations1 state
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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