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Tanya Mc Cann

Advisor at Horizons Financial Planning

Updated today
Horizons Financial Planning logo

Firm

Horizons Financial Planning

Location

Midland, TX 79705

Credentials

Series 63, Series 65

Industry experience

44 years

About

Tanya Mc Cann is a financial advisor at Horizons Financial Planning in Midland, TX, with 43 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services and Investment Professionals, Inc. Horizons Financial Planning serves individuals, including high net worth clients, as well as corporate and charitable organizations, providing asset management and financial planning services. The firm employs both fundamental and technical analysis, primarily focusing on long-term strategies while incorporating client-specific restrictions and utilizing options and other derivatives in some managed accounts.

Client services

Based on Horizons Financial Planning

Financial planning Portfolio management

Expertise

Based on Horizons Financial Planning

Wealth management Options & derivatives strategies

Fee options

Fixed

$500 - $5,000 for financial planning and consulting services

Percentage

$100,000 - $250,000: 1.00% $250,001 - $500,000: 0.85% $500,001 - $750,000: 0.75% $750,001 - $1,000,000: 0.50% $1,000,001 - $5,000,000: 0.30% $5,000,001+: 0.25%

Project-based

$200 per hour (minimum 2 hours)

Other

Fee-only: Hourly fees $200 per hour (minimum 2 hours); Fixed fees $500 - $5,000; Financial planning fees may be waived if asset management services engaged

Location

3009 N Big Spring

Midland, TX 79705

Most active in

Texas

Work history

Horizons Financial Planning LLC

2020 - Present (6 years)

Ameriprise Financial Services, inc

2018 - 2020 (2 years)

Investment Professionals, INc.

2003 - 2018 (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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