MacDougall Financial Counseling

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Client assets under management

$401,638,338

Clients

116

63% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$3,462,399

About

The firm provides comprehensive financial planning and portfolio management to individuals, trusts, charities and occasional organizations, advising on allocations, manager selection, tax and estate matters, and insurance needs. It works with both individual and high-net-worth clients and manages accounts on a discretionary basis.

Investment implementation centers on diversified allocations built largely from no-load mutual funds and exchange-traded funds, with a preference for funds with multi-year track records and lower expense ratios; portfolios typically have an equity bias and fixed-income exposure via established bond managers. The firm generally exercises discretionary authority but seeks client input on recommended changes and will move forward with transactions on a reasonable timetable if clients do not object.

Noteworthy for a supported firm, it manages roughly $425 million in discretionary assets with a small, three-person advisory team and uses negotiated retainer arrangements rather than a standard percentage-of-assets billing model. The firm also facilitates life insurance purchases and receives commissions through an outside insurance brokerage relationship (clients may decline commissions), a combination of commission income and a small-team, high-asset base that is less common among peers.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General tax planning General estate planning guidance

Fee options

Commissions

Commissions received from life insurance sales, waivable at client request

Other

Fee-only: Annual retainer fees typically range from $3,000 to $30,000 or more, negotiated per client

Main office location

MacDougall Financial Counseling

2364 Route 66

Delmont PA 15626, United States

Number of offices

Most active in

Arizona · Pennsylvania

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 724-468-1300

Advisors at this firm

Elizabeth M

Series 65

Delmont, PA

MacDougall Financial Counseling

Elizabeth Mac Dougall is a financial advisor at MacDougall Financial Counseling with six years of industry experience. She holds a Series 65 designation and has worked at Aldrich Capital Partners, Extended Travel, XO Group, and Whitewater Adventures. MacDougall Financial Counseling provides comprehensive financial planning and portfolio management services to individuals, trusts, charities, and occasional pension plans. The firm focuses on diversified no-load mutual funds and ETFs with multi-year track records and offers tailored portfolios managed with discretionary authority.

General tax planning General estate planning guidance

Allan M

Series 65

Delmont, PA

MacDougall Financial Counseling

Allan Macdougall is a financial advisor at MacDougall Financial Counseling in Delmont, PA, holding a Series 65 designation with 19 years of industry experience. He has been with Schofield Financial Counseling since 2006. MacDougall Financial Counseling provides comprehensive financial planning and portfolio management to individuals, trusts, charities, and occasional pension plans. The firm manages over $400 million on a discretionary basis, focusing on diversified no-load mutual funds and ETFs, with portfolios tailored to client objectives and semi-annual performance reviews.

General tax planning General estate planning guidance

Kurtis S

Series 65

Delmont, PA

MacDougall Financial Counseling

Kurtis Savage is a financial advisor at MacDougall Financial Counseling in Delmont, PA, holding a Series 65 designation and with 12 years of industry experience. He has been with MacDougall Financial Counseling since 2010. MacDougall Financial Counseling provides comprehensive financial planning and portfolio management services to individuals, trusts, charities, and occasional pension plans. The firm employs a diversified investment approach using no-load mutual funds and ETFs, tailoring portfolios to client objectives and managing over $400 million on a discretionary basis with a small advisory team.

General tax planning General estate planning guidance

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