Douglas Bostich
Braun-Bostich & Associates · Canonsburg, Pennsylvania
Douglas Bostich is a fee-only financial advisor at Braun-Bostich & Associates in Canonsburg, Pennsylvania. Douglas focuses on physicians & residents, retirement planning and estate & legacy planning. Braun-Bostich & Associates reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Douglas →
Specialties
Who they serve
- Physicians
- Retirees
- Pre-retirees
- High earners
Facts
| Firm | Braun-Bostich & Associates |
|---|---|
| Based in | Canonsburg, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $249.6M across 972 accounts |
| SEC registration | Investment adviser representative in PA · CRD 2327303 |
| Exams passed | Series 66 (2004) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.braun-bostich.com |
Request an introduction to Douglas
Tell Douglas a little about what you're looking for. Douglas isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Douglas
Is Douglas Bostich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Douglas holds no broker registration, and Braun-Bostich & Associates 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, Braun-Bostich & Associates, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Douglas charge?
According to Braun-Bostich & Associates's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Douglas Bostich based?
Douglas Bostich is based in Canonsburg, Pennsylvania.
What does Douglas specialize in?
Douglas's specialties include physicians & residents, retirement planning, estate & legacy planning, tax planning, divorce financial planning and pension planning. Douglas works with physicians, retirees, pre-retirees and high earners.
Is Douglas Bostich registered with the SEC?
Yes. Douglas Bostich is registered as an investment adviser representative in PA (CRD 2327303), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Braun-Bostich & Associates manage?
Braun-Bostich & Associates reports $249.6M across 972 accounts in assets under management.
How do I contact Douglas Bostich?
Through Douglas's website, www.braun-bostich.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
- Braun-Bostich & Associates 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.
See something wrong? Request a correction. Read our methodology.