Douglas Rotman
True Wealth Stewards · Carmel, Indiana
Douglas Rotman is a fee-only financial advisor at True Wealth Stewards in Carmel, Indiana, who holds the CFP credential. True Wealth Stewards reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | True Wealth Stewards |
|---|---|
| Based in | Carmel, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $47.5M across 180 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 4284045 |
| Exams passed | Series 63 (2000) · Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.truewealthstewards.com |
| Profile |
How Douglas's firm compares
- True Wealth Stewards's average account is about $264,000, from its Form ADV (assets managed divided by 180 accounts).
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Questions about Douglas
Is Douglas Rotman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Douglas holds no broker registration, and True Wealth Stewards 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, True Wealth Stewards, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Douglas Rotman based?
Douglas Rotman is based in Carmel, Indiana.
What credentials does Douglas Rotman hold?
Douglas Rotman holds the CFP credential.
Is Douglas Rotman registered with the SEC?
Yes. Douglas Rotman is registered as an investment adviser representative in IN (CRD 4284045), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does True Wealth Stewards manage?
True Wealth Stewards reports $47.5M across 180 accounts in assets under management.
How do I contact Douglas Rotman?
Through Douglas's website, www.truewealthstewards.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
- 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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