DB
Doug Bonaquist - Fort Worth Office
Fort Worth, TX
Verified Identity
Partner at
Cerity Partners
Years of Experience
25 years
Average Client Size
$1,000,000
Member Since
2025
Allow Me to Introduce Myself
Doug Bonaquist is a Partner at Cerity Partners, where he helps prospective clients thoughtfully evaluate and select the services and financial counselors best suited to meet their needs. With more than 30 years of experience in the financial services industry, Doug brings a deep understanding of wea...
Clientele
Business Owners
Corporate Executives
High Net Worth Individuals
Ultra High Net Worth Individuals
Retirees
Inheritors
Services Provided
Financial Planning
Tax Planning
Investment Management
Retirement Planning
Specialties and Expertise
Portfolio Construction
Tax Minimization Inv...
Wealth Accumulation ...
Business Ownership Strategies
High Net Worth Planning
Retirement Income
Credentials and Designations
Certified Financial Planner™
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Chartered Financial Analyst®
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Certified Public Accountant
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Pricing Models
Flat FeeAUM
Disclosures and Proof of License
SEC Profile
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Profile Last Updated: July 18, 2025