Mary Macdonald
Mary Macdonald is a registered investment advisor at Personal Path Financial Planning, based in Hillsborough, NC, with 10 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Planning Services - A comprehensive evaluation of your current and future financial state. The plan will address areas such as cash flow, debt management, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies.
- Account and Portfolio Consultations - Financial and investment consultations on accounts not managed by Personal Path Financial Planning. Recommendations are provided on a quarterly or more frequent basis.
Location
Hillsborough, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Personal Path Financial Planning
Previous Registrations
TD Private Client Wealth LLC
Oak Value Capital Management, INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.