Advisor at MacDougall Financial Counseling
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
MacDougall Financial Counseling
Location
Delmont, PA 15626
Credentials
Series 65
Industry experience
6 years
Elizabeth Mac Dougall is a financial advisor at MacDougall Financial Counseling with six years of industry experience. She holds a Series 65 designation and has worked at Aldrich Capital Partners, Extended Travel, XO Group, and Whitewater Adventures. MacDougall Financial Counseling provides comprehensive financial planning and portfolio management services to individuals, trusts, charities, and occasional pension plans. The firm focuses on diversified no-load mutual funds and ETFs with multi-year track records and offers tailored portfolios managed with discretionary authority.
Based on MacDougall Financial Counseling
Based on MacDougall Financial Counseling
Commissions received from life insurance sales, waivable at client request
Fee-only: Annual retainer fees typically range from $3,000 to $30,000 or more, negotiated per client
2364 Route 66
Delmont, PA 15626
Pennsylvania
Aldrich Capital Partners
2019 - 2019 (1 year)
Extended Travel
2018 - 2018 (1 year)
XO Group
2017 - 2017 (1 year)
Whitewater Adventures
2015 - 2018 (3 years)
Full Time Education
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Mc Keesport, PA
Digiorgio Capital Management, Inc.
Series 63, Series 66
Greensburg, PA
Elle Investment Group LLC
CFP®, Series 65
Monroeville, PA
Rossi Financial Associates, Inc.
Series 66
Latrobe, PA
Rodino Wealth Management LLC
Series 65
Verona, PA
Eastmont LLC
Series 65
Youngwood, PA
Advice & Planning Services LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")