DM
CFP
DM
CFP
David Mcdougall
14 Years of Experience
Raleigh, NC
1 Disclosure
David Mcdougall is a CFP-designated registered investment advisor at Highwind Wealth Management, based in Raleigh, NC, with 14 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 32 clients with $23M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
32 clients
Average Client Portfolio
$718K average
Assets Under Management
$23.0M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable. Accounts of members of the same household may be aggregated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Raleigh, NC
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
February 2018Employment History
Current Registrations
Highwind Wealth Management
June 2025 - Present · 11 mos
Previous Registrations
Cook Wealth, LLC
January 2019 - February 2025 · 6 yrs 1 mo
Strategic Advisers, INC.
March 2014 - February 2018 · 3 yrs 11 mos
Fidelity Brokerage Services LLCBroker
September 2010 - February 2018 · 7 yrs 5 mos
State Registrations2 states
MANC
Advisor
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.
Exams
No exam information available for this advisor.