TrueAdvisor
TrueAdvisor
DF
DF

Douglas Ferrell

Teton Wealth Group LLC
8 Years of Experience
Murray, UT
Sells Insurance
View SEC Summary
View SEC Summary

Douglas Ferrell is a registered investment advisor at Teton Wealth Group LLC, based in Murray, UT, with 8 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, Business Owners, Charitable Giving, Estate Planning, and 7 more. Their firm serves 849 clients with $200M in assets under management.

Teton Wealth Group LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
849 clients
Average Client Portfolio
$240K average
Assets Under Management
$204.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable based on historical relationships, account composition, and asset size. Financial planning is included at no additional cost.

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

Location

764 E Winchester St. #100, Murray, UT, 84107

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Douglas is a managing member of D & M Financial, LLC, used for bookkeeping, payroll, and tax organization, dedicating minimal time. He is also an owner/investor in Nubody Nutrition, LLC, receiving compensation from sales of nutrition products, and is a licensed insurance agent, spending minimal time on this.

Employment History
Current Registrations
Teton Wealth Group LLC
February 2021 - Present · 5 yrs 8 mos
Previous Registrations
Sowell Management
April 2019 - May 2024 · 5 yrs 1 mo
Ae Wealth Management, LLC
July 2018 - April 2019 · 9 mos
State Registrations5 states
AZCAIDNVUT
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.
More Advisors
More financial advisors in Murray, UT →All financial advisors in Utah →