Douglas Michie
Ventura Coast Wealth Management · Ventura, California
Douglas Michie is a fee-only financial advisor at Ventura Coast Wealth Management in Ventura, California, who holds the CFP credential. Ventura Coast Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Ventura Coast Wealth Management |
|---|---|
| Based in | Ventura, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $7M across 20 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4792088 |
| Exams passed | Series 63 (2005) · Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.venturacoastwm.com |
| Profile |
How Douglas's firm compares
- Ventura Coast Wealth Management's average account is about $350,000, from its Form ADV (assets managed divided by 20 accounts).
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Questions about Douglas
Is Douglas Michie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Douglas holds no broker registration, and Ventura Coast Wealth Management 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, Ventura Coast Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Douglas Michie based?
Douglas Michie is based in Ventura, California.
What credentials does Douglas Michie hold?
Douglas Michie holds the CFP credential.
Is Douglas Michie registered with the SEC?
Yes. Douglas Michie is registered as an investment adviser representative in CA (CRD 4792088), 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 Ventura Coast Wealth Management manage?
Ventura Coast Wealth Management reports $7M across 20 accounts in assets under management.
How do I contact Douglas Michie?
Through Douglas's website, www.venturacoastwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Ventura
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
- 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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