Douglas Ambrose
Journey Wealth · Cleveland, Ohio
Douglas Ambrose is a fee-only financial advisor at Journey Wealth in Cleveland, Ohio, who holds the CFP credential. Douglas focuses on tax planning, estate & legacy planning and small business owners. Journey Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Douglas →
Specialties
Who they serve
- Executives
- Retirees
- Ultra high net worth
Facts
| Firm | Journey Wealth |
|---|---|
| Based in | Cleveland, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.39B across 879 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 4068870 |
| Exams passed | Series 63 (2001) · Series 66 (2004) |
| Firm size | 27 employees |
| Disclosures | None reported |
| Website | www.fsmwealthadvisors.com |
Request an introduction to Douglas
Tell Douglas a little about what you're looking for. Douglas isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Douglas
Is Douglas Ambrose a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Douglas holds no broker registration, and Journey Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Douglas charge for financial advice?
Douglas's firm, Journey Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Douglas Ambrose based?
Douglas Ambrose is based in Cleveland, Ohio.
What does Douglas specialize in?
Douglas's specialties include tax planning, estate & legacy planning, small business owners and founders (pre-exit). Douglas works with executives, retirees and ultra high net worth.
What credentials does Douglas Ambrose hold?
Douglas Ambrose holds the CFP credential.
Is Douglas Ambrose registered with the SEC?
Yes. Douglas Ambrose is registered as an investment adviser representative in OH and TX (CRD 4068870), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Journey Wealth manage?
Journey Wealth reports $1.39B across 879 accounts in assets under management.
How do I contact Douglas Ambrose?
Through Douglas's website, www.fsmwealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Journey Wealth 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.
See something wrong? Request a correction. Read our methodology.