Advisor at Guernsey Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Guernsey Financial, LLC
Location
Pensacola, FL 32504
Credentials
Series 63, Series 65
Industry experience
28 years
Douglas Guernsey is the sole advisor at Guernsey Financial, LLC in Pensacola, FL, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Park Avenue Securities LLC and Guardian Life Insurance Co. of America. Guernsey also serves as Vice President of the Plantation Road Town Office Owners Association. Guernsey Financial, LLC provides financial planning, retirement planning, and consulting services primarily to individual and high-net-worth clients, including insurance companies. The firm uses an evidence-driven advisory approach and generally refers clients to third-party investment managers while maintaining client relationships and conducting ongoing reviews.
Based on Guernsey Financial, LLC
Based on Guernsey Financial, LLC
Portfolio MRI $500 one-time fee; Financial planning fixed fee between $1,500 and $10,000
$0 - $500,000: 0.99% $500,001 - $1,000,000: 0.90% $1,000,001 - $4,000,000: 0.75% $4,000,001+: 0.50%
Financial planning subscription fees paid monthly, total fee varies by client needs
Fee-only: Fixed fees for financial planning between $1,500 and $10,000; Portfolio MRI one-time fee $500; Retirement Planning flat 0.60% annually
6704 Plantation Rd Suite A
Pensacola, FL 32504
Alabama · Florida · North Carolina · Texas
Guernsey Financial, LLC
2019 - Present (7 years)
Primerica Advisors
2011 - 2019 (8 years)
Primerica Advisors
1999 - 2019 (20 years)
Guardian Life Insurance Co. of America
1997 - 2019 (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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