Carolyn Douglas
Integra Wealth Advisors · Houston, Texas
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.
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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 |
| Assets under management | $117.3M across 185 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, TX · CRD 2404396 |
| Exams passed | Series 65 (1996) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.integrawealthadvisors.com |
| Profile |
How Carolyn's firm compares
- Integra Wealth Advisors's average account is about $634,000, from its Form ADV (assets managed divided by 185 accounts).
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Questions about Carolyn
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Where this information comes from
- SEC adviser records : 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
- Integra Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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