Douglas Bartol
Nexus One Financial Advisors · Plano, Texas
Douglas Bartol is a fee-only financial advisor at Nexus One Financial Advisors in Plano, Texas, who holds the CFP and ChFC credentials. Douglas focuses on retirement planning, tax planning and estate & legacy planning. Nexus One Financial Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Nexus One Financial Advisors |
|---|---|
| Based in | Plano, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $552M across 1,661 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in TX · CRD 1644452 |
| Exams passed | Series 63 (1987) · Series 65 (1997) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | nxfa.com |
How Douglas's firm compares
- Nexus One Financial Advisors's average account is about $332,000, from its Form ADV (assets managed divided by 1,661 accounts).
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Questions about Douglas
Is Douglas Bartol a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Douglas holds no broker registration, and Nexus One Financial Advisors 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, Nexus One Financial Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Douglas Bartol based?
Douglas Bartol is based in Plano, Texas.
What does Douglas specialize in?
Douglas's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Douglas Bartol hold?
Douglas Bartol holds the CFP and ChFC credentials.
Is Douglas Bartol registered with the SEC?
Yes. Douglas Bartol is registered as an investment adviser representative in TX (CRD 1644452), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Nexus One Financial Advisors manage?
Nexus One Financial Advisors reports $552M across 1,661 accounts in assets under management.
How do I contact Douglas Bartol?
Through Douglas's website, nxfa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
Other advisors in Texas who focus on retirement planning
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
- Nexus One Financial 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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