Douglas Simmang
Turtle Creek WealthCare · Dallas, Texas
Douglas Simmang is a fee-only financial advisor at Turtle Creek WealthCare in Dallas, Texas. Douglas charges a flat fee or retainer, a percentage of assets, a one-time planning fee and an ongoing planning fee (one-time plans from $750 and 1.35% a year on the first tier of assets managed).
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Facts
| Firm | Turtle Creek WealthCare |
|---|---|
| Based in | Dallas, Texas |
| Fee model | Flat fee or retainer · Percentage of assets · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | One-time plans from $750 · 1.35% a year on the first tier of assets managed · A $250,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $530K across 1 accounts |
| SEC registration | Investment adviser representative in PA, TX · CRD 3026890 |
| Exams passed | Series 63 (1998) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.turtlecreekwc.com |
| Profile |
How Douglas's firm compares
- A one-time plan starts at $750, below the Texas median of $1,575 for fee-only firms that publish prices.
- Turtle Creek WealthCare's average account is about $530,000, from its Form ADV (assets managed divided by 1 accounts).
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Questions about Douglas
Is Douglas Simmang a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Douglas holds no broker registration, and Turtle Creek WealthCare 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 flat fee or retainer, a percentage of assets, a one-time planning fee and an ongoing planning fee.
How much does Douglas charge?
According to Turtle Creek WealthCare's website, checked October 30, 2026: one-time plans from $750; 1.35% a year on the first tier of assets managed; a $250,000 asset minimum.
Does Douglas work with clients virtually?
Yes. Turtle Creek WealthCare says on its website that it works with clients remotely.
Where is Douglas Simmang based?
Douglas Simmang is based in Dallas, Texas.
Is Douglas Simmang registered with the SEC?
Yes. Douglas Simmang is registered as an investment adviser representative in PA and TX (CRD 3026890), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Turtle Creek WealthCare manage?
Turtle Creek WealthCare reports $530K across 1 accounts in assets under management.
How do I contact Douglas Simmang?
Through Douglas's website, www.turtlecreekwc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
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
- Turtle Creek WealthCare 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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