G. Douglas Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$34,100,000
Clients
161
Advisors
2
of 2 employees
About
G. Douglas Wealth Management provides investment advisory and financial planning services to individuals — including high‑net‑worth clients — and to retirement plans. The firm offers discretionary portfolio management through a third‑party platform, estate and legacy planning, hourly consulting, and limited-scope ERISA 3(21) plan advisory services.
The firm implements client strategies primarily by using SEI‑sponsored sub‑advised programs and model mutual fund allocations, while also supporting custom managed accounts and custody‑only portfolios; it generally operates with discretionary trading authority and documents client goals, risk tolerance and target allocations for regular review. G. Douglas Wealth Management also maintains a co‑advisory arrangement for legacy client relationships and provides periodic reporting and rebalancing guidance consistent with client objectives.
The firm’s brochure discloses several features that are less common among peers: its advisory representatives are also registered representatives of a broker‑dealer and the firm principal operates an affiliated insurance business, which can give rise to commission‑based compensation and potential conflicts of interest. The disclosure further notes regulatory matters — including an industry self‑regulatory organization sanction related to an undisclosed outside business activity involving assistance with an estate and a related state insurance department consent order — and states that these conflicts are addressed through firm policies, disclosures and its fiduciary obligations.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning fixed fees ranging from $400 to $20,000
$0+: 1% annually $0+: .50% or less annually for ERISA plan services
Investment advisor representatives receive commissions as registered representatives of a broker-dealer and as licensed insurance agents
$300 per hour for hourly consultation services
Account minimum: $1,000,000 Fee-only: 1% annually asset management fee; ERISA plan services up to 0.50% annually; hourly fee $300/hour; fixed fee $400-$20,000 for Legacy Plan financial planning
Main office
1184 Fisher Blvd., Suite 1 D
Toms River NJ 08753
Advisors at this office
2
Most active in
New Jersey · Texas
Also doing business as
Bauerband, Douglas J · G. Douglas Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is 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.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Taylor B
Series 66, Series 63
Toms River, NJ
G. Douglas Wealth Management
Taylor Bauerband is a financial advisor with G. Douglas Wealth Management in Toms River, NJ, holding Series 66 and Series 63 licenses and having two years of industry experience. She has operated as a sole proprietor in various capacities since 2023 and also holds roles at San Blas Securities and SB Advisory, LLC. Outside of advisory work, she designs and sells crafts and serves as an event planner for private occasions. G. Douglas Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, and retirement plans. The firm offers discretionary portfolio management through third-party platforms, estate and legacy planning, hourly consulting, and limited-scope ERISA 3(21) plan advisory services.
Douglas B
Series 63, Series 65
Toms River, NJ
G. Douglas Wealth Management
Douglas Bauerband is a financial advisor with G. Douglas Wealth Management in Toms River, NJ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at San Blas Securities and TFS Securities, along with operating his own advisory and insurance businesses. Outside of advising, he serves as a trustee and finance committee member for a nonprofit senior care community and is the author of several books on wealth and retirement planning. G. Douglas Wealth Management is a small firm serving individual and high-net-worth clients as well as retirement plan sponsors. The firm provides discretionary portfolio management primarily through third-party SEI-managed programs and offers comprehensive and hourly financial planning services.
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