Douglas Bartolf
Atticus Wealth Management · Palm Beach Gardens, Florida
Douglas Bartolf is a fee-only financial advisor at Atticus Wealth Management in Palm Beach Gardens, Florida. Douglas charges a percentage of assets (a $500,000 asset minimum) and focuses on retirement planning and estate & legacy planning.
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Specialties
Facts
| Firm | Atticus Wealth Management |
|---|---|
| Based in | Palm Beach Gardens, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $500,000 asset minimum |
| Assets under management | $565.3M across 1,105 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 3066725 |
| Exams passed | Series 63 (1998) · Series 65 (1999) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.atticuswm.com |
| Profile |
How Douglas's firm compares
- Atticus Wealth Management's average account is about $512,000, from its Form ADV (assets managed divided by 1,105 accounts).
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Questions about Douglas
Is Douglas Bartolf a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Douglas holds no broker registration, and Atticus Wealth Management 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 charges a percentage of assets.
How much does Douglas charge?
According to Atticus Wealth Management's website, checked October 30, 2026: a $500,000 asset minimum.
Where is Douglas Bartolf based?
Douglas Bartolf is based in Palm Beach Gardens, Florida.
What does Douglas specialize in?
Douglas's specialties include retirement planning and estate & legacy planning.
Is Douglas Bartolf registered with the SEC?
Yes. Douglas Bartolf is registered as an investment adviser representative in FL and TX (CRD 3066725), 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 Atticus Wealth Management manage?
Atticus Wealth Management reports $565.3M across 1,105 accounts in assets under management.
How do I contact Douglas Bartolf?
Through Douglas's website, www.atticuswm.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
- Atticus Wealth Management 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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