MacDougall Financial Counseling
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$401,638,338
Clients
116
Advisors
4
across 2 offices
About
MacDougall Financial Counseling provides comprehensive financial planning and portfolio management primarily for individual clients, trusts, charities and occasional organizations, serving both non‑HNW and high‑net‑worth households. The firm offers advice on asset allocation, manager selection, tax and estate planning, insurance coverage and related financial questions.
The firm implements portfolios largely through no‑load mutual funds and exchange‑traded funds, favoring funds with multi‑year track records, competitive expense ratios and diversification across capitalization and geography; most portfolios have an equity bias while fixed income exposure is achieved through bond funds from established managers. It generally operates with discretionary authority while notifying clients of recommended changes, accommodates investment restrictions, and provides semi‑annual performance reviews.
Noteworthy for a small advisory team, the firm manages roughly $425 million of client assets and several hundred accounts, producing a relatively high assets‑under‑management load per advisor compared with many peers. The firm also has an insurance brokerage relationship and, on occasion, accepts commissions for life insurance sales (clients may decline such commissions), a practice that is less common among fee‑focused advisers.
Client services
Expertise
Fee options
Commissions received on life insurance products, which clients can waive
Minimum fee: Typically $3,000 to $30,000 annual retainer fee, negotiated per client Fee-only: Annual retainer fees generally from $3,000 to $30,000 or more, negotiated and billed semi-annually
Main office
See office2364 Route 66
Delmont PA 15626
Advisors at this office
3
Most active in
Arizona · Massachusetts · Pennsylvania
Also doing business as
Macdougall Allan · Macdougall Financial Counseling · Schofield Douglas Franklin · Schofield Financial Counseling · Schofield Macdougall Financial Counseling
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Elizabeth H
Series 63, Series 65
Boston, MA
MacDougall Financial Counseling
Elizabeth Hilman is a financial advisor at MacDougall Financial Counseling with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Goldman Sachs and Barclays Capital Inc. MacDougall Financial Counseling provides comprehensive financial planning and portfolio management primarily for individual clients, trusts, charities, and organizations. The firm uses no-load mutual funds and ETFs with a focus on diversification and long-term records, managing approximately $425 million in assets across several hundred accounts.
Elizabeth M
Series 65
Delmont, PA
MacDougall Financial Counseling
Elizabeth Mac Dougall is a financial advisor at MacDougall Financial Counseling in Delmont, PA, holding a Series 65 designation with six years of industry experience. Her prior work includes roles at Aldrich Capital Partners, Extended Travel, XO Group, and Whitewater Adventures. MacDougall Financial Counseling provides comprehensive financial planning and portfolio management primarily for individual clients, trusts, charities, and occasional organizations. The firm focuses on diversified portfolios implemented mostly through no-load mutual funds and ETFs, serving both non‑high-net-worth and high-net-worth households.
Allan M
Series 65
Delmont, PA
MacDougall Financial Counseling
Allan Macdougall III is a financial advisor with MacDougall Financial Counseling in Delmont, PA, holding a Series 65 designation and 19 years of industry experience. He has worked at Schofield Financial Counseling since 2006. MacDougall Financial Counseling provides comprehensive financial planning and portfolio management primarily for individual clients, trusts, charities, and occasional organizations, serving both non‑high-net-worth and high-net-worth households. The firm focuses on no-load mutual funds and exchange-traded funds with an equity bias, operates largely with discretionary authority, and manages approximately $425 million in client assets.
Kurtis S
Series 65
Delmont, PA
MacDougall Financial Counseling
Kurtis Savage is a financial advisor at MacDougall Financial Counseling with 13 years of industry experience. He holds a Series 65 license and has been with MacDougall Financial Counseling since 2010. MacDougall Financial Counseling provides comprehensive financial planning and portfolio management for individual clients, trusts, charities, and organizations, serving both non-high-net-worth and high-net-worth households. The firm emphasizes portfolios constructed with no-load mutual funds and ETFs, focusing on diversification and equity bias, while managing roughly $425 million in client assets across several hundred accounts.
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