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
Georgetown, DE 19947
Credentials
Series 66
Industry experience
19 years
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)
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.
Series 63, Series 66
Lewes, DE
Janney Montgomery Scott
Christopher Fantano is a Senior Financial Advisor at Merrill Lynch Wealth Management and a partner in The Warren-Fantano Group. He specializes in retirement planning, investment management, family wealth strategies, legacy planning, and managing new wealth, among other client-focused areas. Drawing on his extensive experience with both traditional and alternative investments, Christopher works closely with families and business owners to create personalized financial strategies aimed at achieving their long-term goals. Christopher holds a bachelor's degree from the University of North Carolina at Charlotte and has earned several professional designations, including Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes a client-centered approach informed by deep industry knowledge and a commitment to understanding each client's unique financial picture. Outside of his professional work, Christopher is involved in his local community through volunteer activities with organizations such as Little League and Pennsbury Athletic Association. He resides in Yardley, Pennsylvania, with his partner and their child, enjoying family activities, sports, travel, and engagement with his local parish.
Series 63, Series 66
Lewes, DE
Edward Jones
CFP®, Series 63, Series 66
Bethany Beach, DE
Edward Jones
Series 63, Series 65
Rehoboth Beach, DE
Merrill
Christopher Johnstone is a Senior Financial Advisor at Merrill Lynch Wealth Management. He holds the professional designation of Personal Investment Advisor (PIA). Christopher earned his Bachelor's Degree from St John's University.
Series 66
Seaford, DE
Edward Jones
Series 63, Series 66
Laurel, DE
Edward Jones
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