Douglas Newport
Our Investment Guy · Clinton Twp, Michigan
Douglas Newport is a fee-only financial advisor at Our Investment Guy in Clinton Twp, Michigan, who holds the CFP credential. Douglas focuses on retirement planning, estate & legacy planning and tax planning. Our Investment Guy reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Our Investment Guy |
|---|---|
| Based in | Clinton Twp, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $61.6M across 272 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 4890612 |
| Exams passed | Series 63 (2005) · Series 66 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.ourinvestmentguy.com |
How Douglas's firm compares
- Our Investment Guy's average account is about $227,000, from its Form ADV (assets managed divided by 272 accounts).
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Questions about Douglas
Is Douglas Newport a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Douglas holds no broker registration, and Our Investment Guy 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, Our Investment Guy, reports charging a percentage of assets on its SEC Form ADV.
Where is Douglas Newport based?
Douglas Newport is based in Clinton Twp, Michigan.
What does Douglas specialize in?
Douglas's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.
What credentials does Douglas Newport hold?
Douglas Newport holds the CFP credential.
Is Douglas Newport registered with the SEC?
Yes. Douglas Newport is registered as an investment adviser representative in MI (CRD 4890612), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Our Investment Guy manage?
Our Investment Guy reports $61.6M across 272 accounts in assets under management.
How do I contact Douglas Newport?
Through Douglas's website, www.ourinvestmentguy.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
- Our Investment Guy 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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