Douglas Merrill Bartol

CFP · ChFC

Retirement Planners of America

28 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance Planning

Retirement Planners of America

Compensation

Fee-Only (AUM)

Firm Size

37 advisors

Number of Clients

6,827 clients

Average Client Portfolio

$582K average

Assets Under Management

$4.0B

Fee Structure

Financial Planning:Included in AUM fee

Location

2820 Dallas Parkway, Plano, TX, 75093

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History

Regulatory History (1)

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Employment Separation After Allegations

December 2010

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Other Business ActivitiesSells Insurance

Douglas is an independent insurance agent for various independent insurance companies.

Employment History

Current Registrations

Nexus One Financial Advisors LLC

October 2025 - Present · 4 mos

Retirement Planners of America

April 2011 - Present · 14 yrs 10 mos

Previous Registrations

Cambridge Investment Research Advisors, INC.

May 2009 - June 2011 · 2 yrs 1 mo

Eagle Strategies LLC

August 1997 - May 2009 · 11 yrs 9 mos

State Registrations2 states

LATX

Advisor

Exams

No exam information available for this advisor.