Mccann Wealth Strategies,Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$26,313,175
Total clients
119
7% high-net worth
Total advisors
1
of 4 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
119
Average account size
$221,119
Client services
Financial planning
Portfolio management
Selection of other advisers
Fee options
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)
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Mccann Wealth Strategies,Inc.
1040 Benner Pike, Suite 1
State College PA 16801, United States
Number of offices
2
Forms ADV
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