Helena Dougall
Dunnavan & · Minneapolis, Minnesota
Helena Dougall is a fee-only financial advisor at Dunnavan & in Minneapolis, Minnesota. Dunnavan & reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Dunnavan & |
|---|---|
| Based in | Minneapolis, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $392.7M across 231 accounts |
| SEC registration | Investment adviser representative in MN · CRD 6282926 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.dunnavan.com |
How Helena's firm compares
- Dunnavan &'s average account is about $1.7 million, from its Form ADV (assets managed divided by 231 accounts).
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Questions about Helena
Is Helena Dougall a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Helena holds no broker registration, and Dunnavan & reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Helena charge for financial advice?
Helena's firm, Dunnavan &, reports charging a percentage of assets on its SEC Form ADV.
Where is Helena Dougall based?
Helena Dougall is based in Minneapolis, Minnesota.
Is Helena Dougall registered with the SEC?
Yes. Helena Dougall is registered as an investment adviser representative in MN (CRD 6282926), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dunnavan & manage?
Dunnavan & reports $392.7M across 231 accounts in assets under management.
How do I contact Helena Dougall?
Through Helena's website, www.dunnavan.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minneapolis
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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