Douglas Berti
Texas Assured Financial Planning LLC · Houston, Texas
Douglas Berti is a fee-only financial advisor at Texas Assured Financial Planning LLC in Houston, Texas, who holds the BS, CFP and EA credentials. Texas Assured Financial Planning LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Texas Assured Financial Planning LLC |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $401K across 2 accounts |
| Credentials | BS · CFP · EA · MS |
| SEC registration | Investment adviser representative in TX · CRD 7413728 |
| Exams passed | Series 66 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Douglas's firm compares
- Texas Assured Financial Planning LLC's average account is about $201,000, from its Form ADV (assets managed divided by 2 accounts).
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Questions about Douglas
Is Douglas Berti a fee-only financial advisor?
Yes. Douglas Berti is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Douglas's firm.
How does Douglas charge for financial advice?
Douglas's firm, Texas Assured Financial Planning LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Douglas Berti based?
Douglas Berti is based in Houston, Texas.
What credentials does Douglas Berti hold?
Douglas Berti holds the BS, CFP, EA and MS credentials.
Is Douglas Berti registered with the SEC?
Yes. Douglas Berti is registered as an investment adviser representative in TX (CRD 7413728), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Texas Assured Financial Planning LLC manage?
Texas Assured Financial Planning LLC reports $401K across 2 accounts in assets under management.
How do I contact Douglas Berti?
Contact details aren't on file yet. Search for Texas Assured Financial Planning LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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