Douglas Whitten
LeConte Wealth · Maryville, Tennessee
Douglas Whitten is a fee-only financial advisor at LeConte Wealth in Maryville, Tennessee. Douglas charges a percentage of assets (1.5% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
Facts
| Firm | LeConte Wealth |
|---|---|
| Based in | Maryville, Tennessee |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.5% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $346.8M across 874 accounts |
| SEC registration | Investment adviser representative in TN · CRD 7058392 |
| Exams passed | Series 63 (2025) · Series 66 (2020) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.lecontewealth.com |
| Profile |
How Douglas's firm compares
- LeConte Wealth's average account is about $397,000, from its Form ADV (assets managed divided by 874 accounts).
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Questions about Douglas
Is Douglas Whitten a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Douglas holds no broker registration, and LeConte Wealth 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 percentage of assets.
How much does Douglas charge?
According to LeConte Wealth's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed.
Where is Douglas Whitten based?
Douglas Whitten is based in Maryville, Tennessee.
What does Douglas specialize in?
Douglas's specialties include retirement planning, tax planning and estate & legacy planning. Douglas works with retirees.
Is Douglas Whitten registered with the SEC?
Yes. Douglas Whitten is registered as an investment adviser representative in TN (CRD 7058392), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does LeConte Wealth manage?
LeConte Wealth reports $346.8M across 874 accounts in assets under management.
How do I contact Douglas Whitten?
Through Douglas's website, www.lecontewealth.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
- LeConte Wealth 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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