CD

Caitlin Elizabeth Douglas

13 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
35 advisors
Number of Clients
1,677 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$2.4B

Fee Structure

Financial Plan Fee:$500 - $100,000
Hourly Rate:$65 - $500/hr

Fees are negotiable and may vary. The maximum Program Fee charged by EPWP is 2.11%, including any Solicitor’s Fee. Direct Advisor Program fees can be flat fees (ranging from $500 to over $100,000), hourly rates ($65-$500 per hour), or a percentage of assets under management (0.10% - 1.50%). Clients may be billed directly or authorize EPWP to debit fees from their accounts. A $500 account closing fee may apply upon termination.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

Sykesville, MD

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Elevation Point Wealth Partners, LLC
December 2024 - Present · 1 yr 1 mo
Previous Registrations
Dynasty Wealth Management, LLC
September 2021 - September 2024 · 3 yrs
Dynasty Wealth Management, LLC
June 2020 - December 2020 · 6 mos
Dynasty Securities, LLCBroker
June 2020 - September 2024 · 4 yrs 3 mos
Planning Solutions Group, LLC
October 2018 - November 2018 · 1 mo
Triad Advisors LLCBroker
October 2018 - December 2018 · 2 mos
Keeney Financial Group INC.
November 2015 - October 2018 · 2 yrs 11 mos
Triad Advisors LLCBroker
November 2015 - September 2018 · 2 yrs 10 mos
LPL Financial LLC Broker
August 2012 - November 2015 · 3 yrs 3 mos
LPL Financial LLC
August 2012 - November 2015 · 3 yrs 3 mos
LPL Financial Corporation
April 2009 - October 2010 · 1 yr 6 mos
LPL Financial Corporation Broker
July 2008 - October 2010 · 2 yrs 3 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.
Caitlin Elizabeth Douglas - Financial Advisor | AdvisorDiscover