Isaiah Douglass, CFP® ID Financial Planning & Wealth Management

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About Isaiah Douglass, CFP®

The story of ID Financial Planning & Wealth Management is simple. I felt there was a better way to work with people to provide financial advice. I’ve always believed that good financial information should be accessible to more than just those who are already financially successful. Today’s world has continued to grow more complicated, and everyone’s focus is stretched thin. A financial advisor’s job is to provide advice and guidance to help make decisions client’s themselves would make if they had the expertise. Our opinion is never focusing on the sales of a product or goals that translate into how much money we make. The best financial firms in the nation focus on planning first and foremost, I agree. I believe there are a handful of controllable factors; we work with clients to focus on those. I am a believer in developing and growing good financial habits while eliminating those that lower the chances of success. Finally, I am a big believer in looking at both assets and liabilities. Net worth is our focused metric of choice for wealth creation.

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Ideal Clients

  • Gen Y/Millennials
  • Medical Professionals
  • Veterinarians

Ways Advisor Charges

  • Monthly Fee

Fee Options

  • The monthly fee based on net worth.
    • The minimum fee is $150 per month.
      $0 – $1,000,000 0.50%
      $1,000,001 – $2,000,000 0.40%
      $2,000,001 – $4,000,000 0.35%
      $4,000,001 – $6,000,000 0.30%
      *All amounts over $6,000,000 qualify for a discounted rate.
  • There is an initial planning fee of $300 at the beginning of a relationship.

SEC Records

States Registered

  • Indiana

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