Advisor at Merrimack Valley Financial Advisors, Inc.
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Firm
Merrimack Valley Financial Advisors, Inc.
Location
Chelmsford, MA 01824
Credentials
Series 63, Series 65
Industry experience
33 years
Brian Mclarney is a financial advisor with Merrimack Valley Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2003 and has been with Merrimack Valley Financial Advisors since 1998. In addition, he is president and sole shareholder of McLarney & Company, a CPA firm in Chelmsford, MA. Merrimack Valley Financial Advisors serves individual and institutional clients, including high-net-worth households and pension plans, providing discretionary portfolio management, model portfolio management, pension consulting, and comprehensive financial planning. The firm uses a client-centered process incorporating fundamental, quantitative, and qualitative research with regular portfolio reviews and rebalancing.
Based on Merrimack Valley Financial Advisors, Inc.
Based on Merrimack Valley Financial Advisors, Inc.
Financial Planning fixed fees typically range from $500 to $2,500; fixed fees for portfolio and model portfolio management range from $500 to $5,000
Less Than $1,000,000 - $1,000,000: 1.00% Greater than $1,000,000+: Negotiated Less Than $3,000,000 - $3,000,000: 1.00% Greater than $3,000,000+: Negotiated
Separate commissions earned by associated persons acting as registered representatives or insurance agents, commissions are separate and distinct from advisory fees
Financial Planning fees range from $125 to $250 per hour
Minimum fee: Fixed fees ranging from $500 to $5,000 for portfolio and model portfolio management services; minimum fee of $2,500 for pension consulting services Fee-only: Financial Planning fees charged hourly ($125 to $250 per hour) or fixed fee ($500 to $2,500), fees agreed upon prior to contract
6 Courthouse Lane, Unit 15
Chelmsford, MA 01824
Massachusetts · New Hampshire
Purshe Kaplan Sterling Investments
2003 - Present (23 years)
Merimack Valley Fin. Advisors
1998 - Present (28 years)
Mclarney & Company
1986 - Present (40 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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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I help busy parents get organized and feel confident with careful, smart, and custom advice so that you can enjoy life now and grow your money for the future. I work closely with only a small number of clients to provide year-round financial planning and wealth management. Together, we define your goals and implement a plan to reach them successfully. I am not like any other advisor: ☑️ I focus on you: your time, energy, dreams, and goals. Not your portfolio. ☑️ I work with parents with kids still at home, so I understand your situation. ☑️ I only work with a small number of clients, so that I am available for email and phone calls when something comes up and you need me. ☑️ I monitor your financial plan, your net worth, savings goals, tax planning opportunities and more, to ensure that you stay on track throughout the year. ☑️ I provide year-round financial planning, sending you updates on your plan and important action items just when you need them. ☑️ I do not charge based on your net worth, or assets invested with me and have no minimums fees. 100% of my income comes from my clients, so whom do you think I work for? By creating important habits, setting the correct path, and giving year-round support, together we ensure your successful financial future. Schedule a friendly conversation to feel the difference today. When I’m not helping people achieve their wildest dreams, I love chatting about technology, start-ups, finances, markets, running, spiritual well-being, and many other topics. Gaining and sharing knowledge with friends brings me endless joy.
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