Douglas Mackay
Broadleaf Partners · Peninsula, Ohio
Douglas Mackay is a fee-only financial advisor at Broadleaf Partners in Peninsula, Ohio, who holds the CFA credential. Douglas charges a percentage of assets (1% a year on the first tier of assets managed and a $100,000 asset minimum).
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Who they serve
- Founders
- Retirees
- Pre-retirees
- Early-career professionals
- Multi-generational families
Facts
| Firm | Broadleaf Partners |
|---|---|
| Based in | Peninsula, Ohio |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $100,000 asset minimum |
| Assets under management | $551.3M across 582 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in OH · CRD 2154838 |
| Exams passed | Series 63 (1992) · Series 65 (1991) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.broadleafpartners.com |
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Questions about Douglas
Is Douglas Mackay a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Douglas holds no broker registration, and Broadleaf Partners 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 Broadleaf Partners's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $100,000 asset minimum.
Where is Douglas Mackay based?
Douglas Mackay is based in Peninsula, Ohio.
What credentials does Douglas Mackay hold?
Douglas Mackay holds the CFA credential.
Is Douglas Mackay registered with the SEC?
Yes. Douglas Mackay is registered as an investment adviser representative in OH (CRD 2154838), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Broadleaf Partners manage?
Broadleaf Partners reports $551.3M across 582 accounts in assets under management.
How do I contact Douglas Mackay?
Through Douglas's website, www.broadleafpartners.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
- Broadleaf Partners 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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