Allan Macdougall
Allan Macdougall is a registered investment advisor at Macdougall Financial Counseling, based in Delmont, PA, with 19 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 124 clients with $420M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
MacDougall Financial Counseling charges an annual retainer fee for their services, which is negotiated with each client and typically ranges from $3,000 to $30,000 or more, depending on the time required and complexity of the client's situation. The retainer includes an annual increase based on the previous year's CPI-U plus 3%.
Location
2364 Route 66, Delmont, PA, 15626
Get directionsHistory
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
Macdougall Financial Counseling
State Registrations2 states
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.