# David Mongeau

> David Mongeau is a fee-only financial advisor at Taxes by DRM in Springvale, Maine. David charges a flat fee or retainer.

Page: https://find.wellspent.co/advisors/david-mongeau/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Taxes by DRM
- **Based in:** Springvale, Maine
- **Fee model:** Flat fee or retainer
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $13M across 80 accounts
- **CRD:** 4441763 (https://adviserinfo.sec.gov/individual/summary/4441763)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2021), Series 65 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.taxesbydrm.com

## Frequently asked questions

### Is David Mongeau a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Taxes by DRM 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 charges a flat fee or retainer.

### Where is David Mongeau based?

David Mongeau is based in Springvale, Maine.

### Is David Mongeau registered with the SEC?

Yes. David Mongeau is registered as an investment adviser representative in CA (CRD 4441763), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Taxes by DRM manage?

Taxes by DRM reports $13M across 80 accounts in assets under management.

### How do I contact David Mongeau?

Through David's website, www.taxesbydrm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4441763): 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
- The firm's website (https://taxesbydrm.com/): specialties, clients served, and fees, checked October 30, 2026

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