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Kenneth Mcguire

Advisor at Accurate Wealth Management, LLC

Updated today
Accurate Wealth Management, LLC logo

Firm

Accurate Wealth Management, LLC

Location

West Yarmouth, MA 02673

Credentials

Series 63, Series 65

Industry experience

36 years

Fee options

Fixed

Fixed fees for financial planning range between $1,000 and $100,000, depending on complexity

Project-based

$250 per hour for financial planning services

Performance-based

20% performance fee annually in arrears on a high-water mark basis for certain strategies

Work history

Accurate Wealth Management

2024 - Present (2 years)

AAG Capital, Inc.

2022 - Present (4 years)

Strategic Tax Advisor Resources, Inc.

2011 - 2021 (10 years)

Global Financial Private Capital, Llc

2010 - 2018 (8 years)

Mcguire Financial Services, Inc.

2005 - Present (21 years)

Disclosures

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

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Series 66

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Wealth management Retirement income strategy Income planning College savings (529s, UTMA, etc.) General tax planning
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