Highwind Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1⁠-⁠$5,000

“Fixed fee rates range from $1 to $5000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Highwind Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Highwind Wealth Management’s fees compare

• Its flat or project fee of $1-$5,000 spans the North Carolina median of $4,800. 30% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 3 of the 20 other planners in Raleigh that publish a flat or project fee charge less.

About Highwind Wealth Management

• Principal: David McDougall
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

32

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$22,990,383

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

335485

Website

highwindwealthmanagement.com (opens in new tab)

Phone

(603) 397-2262

Can advise clients in 2 states: Massachusetts, North Carolina

Other planners in Raleigh that publish fees

• Advisorstrust Partners LLCRaleigh$500/hr, $2,000⁠-⁠$20,000
• Armor Investment Advisors, LLCRaleigh$250⁠-⁠$300/hr, $2,500⁠-⁠$40,000
• Beacon Financial Strategies Corp.Raleigh$400/hr
• Beacon Wealthcare LLCRaleigh$15,000
• Cameron Advisors, LLCRaleigh$200/hr
• Cima FinancialRaleigh$350/hr, $2,200⁠-⁠$30,000

Compare all 55 planners in Raleigh