Advisor at Mccann Wealth Strategies,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
Mccann Wealth Strategies,Inc.
Location
State College, PA 16801
Credentials
Series 66
Industry experience
19 years
Rachel Klinger is a financial advisor at McCann Wealth Strategies, Inc. with 19 years of industry experience. She holds the Series 66 designation and has been with McCann Wealth Strategies and MCCANN Financial Services since 2011. Outside of her advisory role, she serves as president of an insurance sales business affiliated with the firm. McCann Wealth Strategies serves individual clients, including high-net-worth individuals, as well as trusts, estates, and charitable organizations, providing discretionary asset management alongside financial planning and consultation services. The firm emphasizes continuous account supervision and individualized advice, employing a variety of investment strategies and offering a broad range of planning services, including tax planning and corporate structure advice.
Based on Mccann Wealth Strategies,Inc.
Based on Mccann Wealth Strategies,Inc.
Flat annual fee ranging from $1,500 to $25,000 for initial financial planning engagement; reduced annual flat fee thereafter
2.25% annually
Up to $475 per hour for financial planning and consulting services
Minimum fee: Minimum fee of $1,500 for written financial plans Fee-only: Financial planning and consulting fees charged hourly (up to $475/hour) or flat annual fees ($1,500 to $25,000 initially)
1040 Benner Pike, Suite 1
State College, PA 16801
Delaware · Maryland · Pennsylvania
MCCANN Financial Services, Inc.
2011 - Present (15 years)
MCCANN Wealth Strategies, Inc.
2011 - Present (15 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.
CFP®, Series 63
State College, PA
Phelps Financial Advisors
Series 66
Bellefonte, PA
Borden Portfolio Management
Series 63, Series 65
State College, PA
TLC Group Investment Advisors, LLC
CFP®, Series 66
State College, PA
Invested Advisors
CFP®, Series 65
State College, PA
Invested Advisors
ChFC®, Series 63
State College, PA
Nestlerode & Loy, Inc.
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")