# Carolyn Douglas

> Carolyn Douglas is a fee-only financial advisor at Integra Wealth Advisors in Houston, Texas, who holds the CFP credential. Integra Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/carolyn-douglas/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Integra Wealth Advisors
- **Based in:** Houston, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $117.3M across 185 accounts
- **Credentials:** CFP
- **CRD:** 2404396 (https://adviserinfo.sec.gov/individual/summary/2404396)
- **SEC registration:** Investment adviser representative in LA, TX
- **Exams passed:** Series 65 (1996)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.integrawealthadvisors.com

## Frequently asked questions

### Is Carolyn Douglas a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Carolyn holds no broker registration, and Integra Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Carolyn charge for financial advice?

Carolyn's firm, Integra Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Carolyn Douglas based?

Carolyn Douglas is based in Houston, Texas.

### What credentials does Carolyn Douglas hold?

Carolyn Douglas holds the CFP credential.

### Is Carolyn Douglas registered with the SEC?

Yes. Carolyn Douglas is registered as an investment adviser representative in LA and TX (CRD 2404396), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Integra Wealth Advisors manage?

Integra Wealth Advisors reports $117.3M across 185 accounts in assets under management.

### How do I contact Carolyn Douglas?

Through Carolyn's website, www.integrawealthadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2404396): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.integrawealthadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.