# Corey MacDougall

> Corey MacDougall is a fee-only financial advisor at Oakbourne Advisors in West Chester, Pennsylvania. Oakbourne Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/corey-macdougall/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Oakbourne Advisors
- **Based in:** West Chester, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $347.9M across 1,072 accounts
- **CRD:** 6414208 (https://adviserinfo.sec.gov/individual/summary/6414208)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (2015), Series 65 (2016)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** https://oakbourneadvisors.com/

## Frequently asked questions

### Is Corey MacDougall a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Corey holds no broker registration, and Oakbourne Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Corey charge for financial advice?

Corey's firm, Oakbourne Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Corey MacDougall based?

Corey MacDougall is based in West Chester, Pennsylvania.

### Is Corey MacDougall registered with the SEC?

Yes. Corey MacDougall is registered as an investment adviser representative in PA (CRD 6414208), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Oakbourne Advisors manage?

Oakbourne Advisors reports $347.9M across 1,072 accounts in assets under management.

### How do I contact Corey MacDougall?

Through Corey's website, oakbourneadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6414208): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.