Douglas Bean
Private Advisory Group · Lehi, Utah
Douglas Bean is a fee-only financial advisor at Private Advisory Group in Lehi, Utah, who holds the CFP credential. Douglas focuses on tax planning, estate & legacy planning and founders (pre-exit). Private Advisory Group reports charging a percentage of assets and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
Facts
| Firm | Private Advisory Group |
|---|---|
| Based in | Lehi, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $2.14B across 3,217 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, UT, WA · CRD 4541916 |
| Exams passed | Series 66 (2002) |
| Firm size | 31 employees |
| Disclosures | Reported; see the SEC record |
| Website | privateadvisory.com |
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Questions about Douglas
Is Douglas Bean a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Douglas holds no broker registration, and Private Advisory Group 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, Private Advisory Group, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Douglas Bean based?
Douglas Bean is based in Lehi, Utah.
What does Douglas specialize in?
Douglas's specialties include tax planning, estate & legacy planning, founders (pre-exit) and family wealth transfer. Douglas works with founders, executives and multi-generational families.
What credentials does Douglas Bean hold?
Douglas Bean holds the CFP credential.
Is Douglas Bean registered with the SEC?
Yes. Douglas Bean is registered as an investment adviser representative in TX, UT and WA (CRD 4541916), 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 Private Advisory Group manage?
Private Advisory Group reports $2.14B across 3,217 accounts in assets under management.
How do I contact Douglas Bean?
Through Douglas's website, privateadvisory.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
- Private Advisory Group 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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