David McDougall
Highwind Wealth Management · Raleigh, North Carolina
David McDougall is a fee-only financial advisor at Highwind Wealth Management in Raleigh, North Carolina, who holds the CFP credential. David focuses on retirement planning, estate & legacy planning and tax planning. Highwind Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Highwind Wealth Management |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $23.0M across 95 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, NC, TX · CRD 5823977 |
| Exams passed | Series 63 (2010) · Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.highwindwealthmanagement.com |
| Profile |
How David's firm compares
- Highwind Wealth Management's average account is about $242,000, from its Form ADV (assets managed divided by 95 accounts).
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Questions about David
Is David McDougall a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Highwind Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Highwind Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David McDougall based?
David McDougall is based in Raleigh, North Carolina.
What does David specialize in?
David's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.
What credentials does David McDougall hold?
David McDougall holds the CFP credential.
Is David McDougall registered with the SEC?
Yes. David McDougall is registered as an investment adviser representative in MA, NC and TX (CRD 5823977), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Highwind Wealth Management manage?
Highwind Wealth Management reports $23.0M across 95 accounts in assets under management.
How do I contact David McDougall?
Through David's website, www.highwindwealthmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Highwind Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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