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Douglas Mark Gusmus

Advisor at CPA Group Investment Management, LLC — Panama City, FL

Updated today

Credentials

PFS™, Series 65

Experience

25 years

Location

Panama City, FL 32405

CPA Group Investment Management, LLC logo

CPA Group Investment Management, LLC

Supported

Total advisors

2

Clients per advisor

17 Very Low

Avg AUM per client

$969,697 Typical

HNW client ratio

24% Typical

About

Douglas Gusmus is a financial advisor with CPA Group Investment Management, LLC, holding the PFS™ designation and Series 65 license, and has 25 years of industry experience. He has worked with CPA Group Investment Management and Tipton, Marler, Garner & Chastain, P.A., CPAs since 2004. Outside of advisory work, he is a member of Roundabout 19, LLC, a company that manages a property in Panama City, Florida. CPA Group Investment Management, LLC is a fee-only registered investment advisor serving primarily high-net-worth individuals. The firm offers discretionary portfolio management and comprehensive financial planning, focusing on long-term asset allocation using mutual funds, ETFs, and selected individual securities tailored to client risk profiles.

Client services

Based on CPA Group Investment Management, LLC

Financial planning Portfolio management

Expertise

Based on CPA Group Investment Management, LLC

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting Tax strategies for small businesses

Occupation focus

Based on CPA Group Investment Management, LLC

Founder/Business Owner

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Fee options

Fixed

Financial planning fixed fees up to $10,000 for initial engagement; annual review fees ranging from 25% to 40% of initial planning fee if no portfolio management services.

Percentage

$0 - $200,000: 1.50% $200,001 - $300,000: 1.25% $300,001 - $500,000: 1.10% $500,001 - $1,000,000: 1.00% Over $1,000,000+: 0.95%

Project-based

Financial planning services charged hourly up to $250/hour.

Other

Account minimum: $100,000 minimum initial investment to open a managed account (with possible waiver) Fee-only: Portfolio management fees based on tiered percentage of AUM; Financial planning fees charged hourly up to $250/hour or fixed fees up to $10,000; financial planning fees may be reduced or waived if portfolio management is provided.

Location

Panama City, FL

501 West 19th Street

Panama City FL 32405

Advisors at this office

2

Most active in

Florida

Work history

25 years of industry experience

CPA Group Investment Management, LLC

2004 - Present • 22 years

Panama City, FL

Tipton, Marler, Garner & Chastain, P.A., CPAs

2004 - Present • 22 years

Panama City, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Glenn D

CFP®, Series 63

Panama City Beach, FL

G&F Financial Services

Glenn Delman is a CFP® professional with 34 years of experience in financial advisory services. He is the sole advisor at G & F Financial Services in Panama City Beach, FL, where he has provided investment management and financial planning since 1991. Delman previously worked with American Investors Company from 1992 to 2018. G & F Financial Services advises individual clients on investment management, financial planning, and estate-planning matters without a stated account minimum. The firm employs a financial-planning process supported by Moneytree Software’s Total Planning Suite and uses various analysis techniques, including asset allocation and quantitative methods, typically favoring longer-term purchase strategies.

General estate planning guidance Cash flow / budgeting
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Michael G

ChFC®, Series 63, Series 65

Panama City, FL

22 Seven Wealth Management Inc

Michael Grant is a financial advisor at 22 Seven Wealth Management Inc. in Panama City, FL, with 20 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at CUNA Mutual Group and Saxony Securities. Outside of advisory work, he is involved in a car rental business and provides consulting on electric vehicle charging installations. 22 Seven Wealth Management, Inc. offers financial planning, portfolio management, and retirement plan consulting to individuals, high-net-worth clients, corporations, and charitable organizations. The firm creates customized portfolios based on client goals and risk tolerance, employing various investment strategies and managing accounts primarily on a discretionary basis.

General retirement planning Social Security optimization Wealth management
user avatar

Barry H

ChFC®, Series 63

Panama City Beach, FL

The Hatton Financial Group, LLC

Barry Hatton is a ChFC® credentialed financial advisor with 39 years of industry experience. He is the sole advisor at The Hatton Financial Group, LLC, an independent firm based in Panama City Beach, FL. Hatton has worked with Investors Security Co Inc since 2004 and has operated The Hatton Financial Group since 1984. The Hatton Financial Group provides financial planning services primarily to individual clients, focusing on comprehensive and limited-scope written plans with guidance on risk management, taxes, retirement, and estate planning. The firm does not sell securities or offer discretionary asset management, instead referring clients to third-party investment managers for implementation and managed asset services.

General retirement planning
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Jeremy S

Series 65

Panama City, FL

CPA Group Investment Management, LLC

Jeremy Senterfitt is a financial advisor at CPA Group Investment Management, LLC and holds a Series 65 designation. He has been with CPA Group Investment Management since 2025 and has prior experience at Tipton, Marler, Garner & Chastain, P.A., Panama Country Club, and the University of Florida. Outside of his advisory role, he is a managing member and equal owner of Senterfitt Lawn Care, LLC, a lawn care service business serving private residents and small businesses. CPA Group Investment Management, LLC is a fee-only registered investment advisor serving individual clients, including high-net-worth households. The firm focuses on long-term asset allocation using mutual funds, ETFs, and select individual securities, and provides discretionary portfolio management alongside comprehensive financial planning.

General retirement planning College savings (529s, UTMA, etc.) Cash flow / budgeting Tax strategies for small businesses Founder/Business Owner
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Treyton D

Series 65

Panama City Beach, FL

Allstreet Wealth

Treyton De Vore is a financial advisor at AllStreet Wealth with five years of industry experience and holds a Series 65 designation. He has founded several non-investment businesses, including a nonprofit focused on grant review and marketing, an educational company producing video courses, and a marketing and design firm. AllStreet Wealth serves individual and high-net-worth clients, as well as business owners and employees with equity compensation, providing comprehensive financial planning and discretionary investment management. The firm employs long-term, buy-and-hold passive portfolios based on asset allocation principles and offers both ongoing planning and project-based services.

Business ownership considerations Equity Recipients (RS/RSU, SOP, ESPP) College savings (529s, UTMA, etc.) Cash flow / budgeting General estate planning guidance Founder/Business Owner
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Benjamin H

CFA®, Series 63, Series 65

Panama City Beach, FL

Tradition Investment Management, LLC

Benjamin Halliburton is a CFA® charterholder with 21 years of industry experience. He is currently with Tradition Investment Management, LLC and has previously worked at Tradition Asset Management LLC and Tradition Capital Management LLC. Tradition Investment Management, LLC serves individual and high-net-worth clients through discretionary and non-discretionary managed accounts and financial planning services. The firm tailors advice based on client objectives, time horizon, and risk tolerance, using various investment methods with a focus on long-term purchasing power preservation and tax considerations.

Annuities
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