Douglas Walters
Walters Strategic Advisors · Sarasota, Florida
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Walters Strategic Advisors |
|---|---|
| Based in | Sarasota, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $68.1M across 123 accounts |
| SEC registration | Investment adviser representative in FL · CRD 2523963 |
| Exams passed | Series 65 (2020) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.waltersadvisors.com |
How Douglas's firm compares
- Walters Strategic Advisors's average account is about $554,000, from its Form ADV (assets managed divided by 123 accounts).
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Questions about Douglas
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.
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
- Walters Strategic Advisors 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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