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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

Highlights

Feb 16 · linkedin

The division of a family farm can bring up strong emotions and longstanding family dynamics. Siblings may have different attachments to the farm and its land, which can lead to friction during the division process.

If some children wish to continue farming while others do not, decisions must be made about how to fairly compensate those who do not wish to continue, while ensuring the necessary resources for those who do.

Open and honest communication among siblings, as well as potential involvement of a mediator or family counselor, can help to navigate the challenges that arise during this process.

Due to great land price appreciation, once the farm is sold, there can be a large amount of cash that needs to be invested. Since I was raised on a farm and understand the feelings behind these types of transactions, I can be a great resource for folks in this situation.

Dec 23 · linkedin

Wishing all my clients a very Merry Christmas and a Happy New Year!

Related Questions

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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