Corey MacDougall
Oakbourne Advisors · West Chester, Pennsylvania
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.
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Facts
| Firm | Oakbourne Advisors |
|---|---|
| Based in | West Chester, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $347.9M across 1,072 accounts |
| SEC registration | Investment adviser representative in PA · CRD 6414208 |
| Exams passed | Series 63 (2015) · Series 65 (2016) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | oakbourneadvisors.com |
How Corey's firm compares
- Oakbourne Advisors's average account is about $325,000, from its Form ADV (assets managed divided by 1,072 accounts).
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Questions about Corey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in West Chester
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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