Ed Douglas
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides financial planning and investment advisory services to not‑for‑profit foundations, high‑net‑worth individuals, and other institutional clients, delivering tailored advice in budgeting, debt management, insurance, estate planning and investments. It operates on a non‑discretionary basis and reported approximately $45 million in non‑discretionary assets as of December 31, 2025.
The adviser follows a conservative investment philosophy that emphasizes high‑quality, dividend‑paying equities and draws on over 40 years of experience in bank asset management; research is informed by periodicals such as Value Line, Forbes and Barron’s. Recommendations are made to clients (not executed by the firm), with account reviews typically conducted quarterly or semi‑annually and documented through written reports or notes.
What is distinctive about the firm is its combination of advisory services with other financial product activities: it publishes and sells authored books and conducts seminars and workshops on finance and character and values, activities that are uncommon among peer investment managers. The firm also offers an hourly billing option alongside asset‑based management and brings a background of prior multi‑hundred‑million dollar portfolio management and public‑service leadership that differentiates it from many smaller managers.
Client services
Expertise
Fee options
$0 - unspecified lower tier: 0.25% to 0.50% unspecified higher tier+: as low as 0.15%
$200 per hour
Main office
Chillicothe MO
Advisors at this office
1
Most active in
Missouri
Also doing business as
Ed Douglas · Ed Douglas Certified Financial Planning Services
Disclosures
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Business activities & affiliations
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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