Douglas Birnie
Piedmont Wealth Advisory · Reston, Virginia
Douglas Birnie is a fee-only financial advisor at Piedmont Wealth Advisory in Reston, Virginia. Douglas charges a flat fee or retainer and focuses on flat-fee planning and divorce financial planning.
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Specialties
Who they serve
- Divorced individuals
Facts
| Firm | Piedmont Wealth Advisory |
|---|---|
| Based in | Reston, Virginia |
| Fee model | Flat fee or retainer |
| Accepting new clients | Yes |
| Assets under management | $353.7M across 615 accounts |
| SEC registration | Investment adviser representative in VA · CRD 2646049 |
| Exams passed | Series 63 (1995) · Series 65 (1995) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.piedmontwealthadvisory.com |
| Profile |
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Questions about Douglas
Is Douglas Birnie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Douglas holds no broker registration, and Piedmont Wealth Advisory 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 flat fee or retainer.
Where is Douglas Birnie based?
Douglas Birnie is based in Reston, Virginia.
What does Douglas specialize in?
Douglas's specialties include flat-fee planning and divorce financial planning. Douglas works with divorced individuals.
Is Douglas Birnie registered with the SEC?
Yes. Douglas Birnie is registered as an investment adviser representative in VA (CRD 2646049), 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 Piedmont Wealth Advisory manage?
Piedmont Wealth Advisory reports $353.7M across 615 accounts in assets under management.
How do I contact Douglas Birnie?
Through Douglas's website, www.piedmontwealthadvisory.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
- Piedmont Wealth Advisory 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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