Advisor at Retirement Planners of America
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Firm
Retirement Planners of America
Location
Houston, TX 77079
Credentials
Series 63, Series 65
Industry experience
18 years
Douglas Williams is a financial advisor at Retirement Planners of America with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Edward Jones and Metropolitan Capital Advisors. Retirement Planners of America is an SEC-registered investment adviser managing approximately $4 billion for individuals, plan participants, and institutions. The firm employs an “invest and protect” strategy that uses trend analysis to tactically adjust allocations among ETFs, money market funds, and cash, offering services through discretionary portfolio management, financial planning, and a wrap-fee platform.
Based on Retirement Planners of America
Variable annuity accounts and held away accounts accessed through Pontera are subject to a flat negotiable fee not to exceed 1.25%.
$0 - $250,000: 1.85% annually $250,000+: 1.30% annually
Commission-based compensation earned by licensed insurance agents for selling insurance products, separate from advisory fees.
Account minimum: $1,000
757 North Eldridge Parkway, Two Eldgridge, Suite 1250
Houston, TX 77079
Texas
Retirement Planners Of America
2024 - Present (2 years)
Texture
2024 - 2024 (1 year)
Texas Corrugators
2022 - 2024 (2 years)
Athena Manufacturing
2021 - 2022 (1 year)
Agi
2020 - 2021 (1 year)
Metropolitan Capital Advisors
2016 - 2019 (3 years)
Edward Jones
2007 - 2016 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Series 65
Houston, TX
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