Douglas Roberts
Clearwater Wealth Management · Midlothian, Texas
Douglas Roberts is a fee-only financial advisor at Clearwater Wealth Management in Midlothian, Texas. Clearwater Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Clearwater Wealth Management |
|---|---|
| Based in | Midlothian, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $7.7M across 18 accounts |
| SEC registration | Investment adviser representative in TX · CRD 5076783 |
| Exams passed | Series 63 (2006) · Series 65 (2025) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Douglas's firm compares
- Clearwater Wealth Management's average account is about $428,000, from its Form ADV (assets managed divided by 18 accounts).
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Questions about Douglas
Is Douglas Roberts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Douglas holds no broker registration, and Clearwater 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, Clearwater Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Douglas Roberts based?
Douglas Roberts is based in Midlothian, Texas.
Is Douglas Roberts registered with the SEC?
Yes. Douglas Roberts is registered as an investment adviser representative in TX (CRD 5076783), 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 Clearwater Wealth Management manage?
Clearwater Wealth Management reports $7.7M across 18 accounts in assets under management.
How do I contact Douglas Roberts?
Contact details aren't on file yet. Search for Clearwater Wealth Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Texas
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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