# Douglas Walters

> Douglas Walters is a fee-only financial advisor at Walters Strategic Advisors in Sarasota, Florida. Douglas focuses on tax planning, retirement planning and small business owners. Walters Strategic Advisors reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/douglas-walters/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Walters Strategic Advisors
- **Based in:** Sarasota, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $68.1M across 123 accounts
- **Specialties:** Tax planning, Retirement planning, Small business owners
- **Works with:** Retirees, Pre-retirees
- **CRD:** 2523963 (https://adviserinfo.sec.gov/individual/summary/2523963)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2020)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.waltersadvisors.com/

## Frequently asked questions

### Is Douglas Walters a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Douglas holds no broker registration, and Walters Strategic Advisors 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, Walters Strategic Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Douglas Walters based?

Douglas Walters is based in Sarasota, Florida.

### What does Douglas specialize in?

Douglas's specialties include tax planning, retirement planning and small business owners. Douglas works with retirees and pre-retirees.

### Is Douglas Walters registered with the SEC?

Yes. Douglas Walters is registered as an investment adviser representative in FL (CRD 2523963), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Walters Strategic Advisors manage?

Walters Strategic Advisors reports $68.1M across 123 accounts in assets under management.

### How do I contact Douglas Walters?

Through Douglas's website, www.waltersadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2523963): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (http://www.waltersadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.