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Doug Mottet

Fee-only investment advisor bringing purpose to your retirement plan

Doug Mottet is the founder and president of Mottet Wealth, a fee-only investment advisory firm he established in 1989.12 Based in Kansas City, Missouri, Mottet specializes in wealth management and financial advisory services.35 He was born and raised on an Iowa farm and worked as a farmer for 15 years before moving to Kansas City in 1992.4

Mottet's approach to wealth management is characterized by:

  1. Working as a fiduciary advisor, prioritizing clients' interests2
  2. Focusing on fee-only services without commissions2
  3. Developing personalized wealth management strategies1
  4. Catering to families, small businesses, and "Next-Door Millionaires"2

Mottet's background and expertise include:

  • Series 6, 63, and 65 certifications1
  • Experience managing a multi-million-dollar book of business1
  • Strong customer relationship management skills1
  • Emphasis on building trust and providing 24/7 access to clients2

In recognition of his professional achievements, Mottet was featured in the Kansas City Business Journal in 2023 and included in Marquis Who's Who.13

Related Questions

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What are some of Doug Mottet's most notable achievements in the financial industry?
How does Mottet Wealth differentiate itself from other financial advisory firms?
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How has Doug Mottet's work as a fiduciary impacted his client relationships?
Doug Mottet
Doug Mottet, photo 1
Doug Mottet, photo 2
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Location

Kansas City, Missouri, United States