James Mcdougal is a CFP-designated registered investment advisor at Hifi Planning, based in Long Beach, CA, with 4 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive financial plan — a fixed fee ranging between $5,000 and $12,000 depending on the complexity, specific needs, and resources required
- Hourly financial planning — $300 per hour with a one-hour minimum, designed for limited-scope, project-based topics
Location
Long Beach, CA
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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
Hifi Planning
Previous Registrations
Brooklyn Fi, LLC
Brighton Jones LLC
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.
Exams
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