Advisor at D.M. Wealth Management, Inc.
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
D.M. Wealth Management, Inc.
Location
Norman, OK 73069
Credentials
CFP®, Series 65
Industry experience
22 years
Margaret Doviak is a CFP® and holds a Series 65 license with 22 years of industry experience. She has been with D.M. Wealth Management, Inc. since 2003 and has served as an instructor at the College for Financial Planning since 2006. Outside of her financial advisory work, she edits scientific manuscripts for NOAA. D.M. Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and business entities, managing approximately $49.9 million. The firm offers discretionary portfolio management and financial planning with a customized investment approach that includes fundamental, technical, quantitative, and cyclical analysis, and is notable for its educational seminars and public newsletters.
Based on D.M. Wealth Management, Inc.
Based on D.M. Wealth Management, Inc.
Fixed fees between $200 and $300 for specific financial planning services (e.g., Portfolio Analysis, Retirement Cash Flow Needs Analysis, Monthly Cash Flow Analysis)
$0+: 1.25% (standard management fee, subject to negotiation; can be lower) $0+: Up to 2.00% (maximum fee for complicating circumstances, subject to negotiation)
$100 to $150 per hour for financial planning and consulting services
Fee-only: Hourly financial planning and consulting fees ranging from $100 to $150 per hour; fixed fees from $200 to $300 for specific planning services
201 East Main Street
Norman, OK 73069
Oklahoma · Texas
College for Financial Planning
2006 - Present (20 years)
D. M. Wealth Management, Inc.
2003 - Present (23 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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.
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