David Mongeau
Taxes by DRM · Springvale, Maine
David Mongeau is a fee-only financial advisor at Taxes by DRM in Springvale, Maine. David charges a flat fee or retainer.
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Facts
| Firm | Taxes by DRM |
|---|---|
| Based in | Springvale, Maine |
| Fee model | Flat fee or retainer |
| Accepting new clients | Yes |
| Assets under management | $13M across 80 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4441763 |
| Exams passed | Series 63 (2021) · Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.taxesbydrm.com |
How David's firm compares
- Taxes by DRM's average account is about $163,000, from its Form ADV (assets managed divided by 80 accounts).
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Questions about David
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.
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
- Taxes by DRM 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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