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Db Advisors

Financial planning in Springfield, MO

State registeredNo commissions reported

Call (417) 763-3307Send a messageMap ↗

Public-record details

Address
2200 E. Sunshine Street, Suite 324, Springfield, MO 65804
Phone
(417) 763-3307
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
Legal name
Douglas Bagwell & CO., LLC
CRD number
134485
Registration
State registered: MO, NE
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees; Performance-based fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers
Regulatory assets under management
$48.9 million
Accounts managed
367
Clients reported (Form ADV 5.D)
134
Individual / high-net-worth clients
134 / 0
Employees
4
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
Yes — see IAPD for details
Latest Form ADV filing
2026-03-17

State registered (MO, NE) investment adviser, CRD 134485, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Springfield

Advisor One, LLC600 W. Republic Rd., Suite A-100 · Springfield, MO 65807 · (417) 881-2080 · Hourly feesCRD 169498 · % of assets, Hourly charges, Fixed fees · $4.6 million AUMState registeredNo commissions reportedAuxan Capital Advisors, LLC2215 W Chesterfield Blvd, Suite 10 · Springfield, MO 65807 · (417) 268-9650 · % of assets managedCRD 133061 · % of assets · $89.6 million AUMState registeredNo commissions reportedCapital360financial1860 W. Arbor Street, Suite 112 · Springfield, MO 65807 · (417) 350-1113 · Financial planningCRD 297178 · % of assets, Hourly charges, Fixed fees · $1.8 million AUMState registeredNo commissions reportedFiduciary Trust Private Wealth Counsel LLC2155 East Sunshine St, Suite 204 · Springfield, MO 65804 · (417) 891-1007 · Financial planningCRD 318579 · % of assets, Fixed fees · $18.7 million AUMState registeredNo commissions reportedFloyd Financial Group LLC1304 W Battlefield Rd · Springfield, MO 65807 · (417) 889-7233 · Financial planningCRD 226773 · % of assets · $164.5 million AUMSEC registeredNo commissions reportedForvis Mazars Wealth Advisors, LLC910 East St Louis St · Springfield, MO 65806 · (417) 831-7283 · Financial planningCRD 110905 · % of assets, Hourly charges, Fixed fees · $12.0 billion AUMSEC registeredNo commissions reportedGreystone Investment Advisors, INC.3816-A S. Greystone CT. · Springfield, MO 65804 · (417) 849-1956 · % of assets managedCRD 112727 · % of assets · $23.6 million AUMState registeredNo commissions reportedHickory Wealth Management, LLC1334 E. Kingsley, #C · Springfield, MO 65804 · (417) 306-9891 · % of assets managedCRD 298475 · % of assets · $126.5 million AUMSEC registeredNo commissions reported

All 19 in Springfield →