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
About
The firm serves individual clients—including high-net-worth individuals—as well as trusts, estates and charitable organizations, offering discretionary asset management alongside financial planning and consultation services. It provides tailored portfolio oversight and delivers written financial plans or consultations based on each client’s goals and circumstances.
The firm emphasizes continuous account supervision and individualized advice for managed accounts, using a mix of fundamental, technical, charting and cyclical analysis and employing long-term, short-term and trading strategies (including short sales) as appropriate. Portfolios may include individual stocks and bonds, ETFs, mutual funds, private funds and cash equivalents, and the firm routinely uses third‑party sub‑advisors for implementation while retaining authority to select and replace those managers.
Distinctive for a small supported adviser, the firm is also registered as an insurance agency and its principals are licensed to sell insurance products, a relationship the brochure discloses may generate commission compensation and potential conflicts of interest. The firm also offers an unusually broad set of planning services for its size—such as corporate and personal tax planning, cost segregation studies, corporate structure advice and mortgage/lines-of-credit evaluations—and documents procedures to disclose and manage conflicts related to insurance sales and sub‑advisor selection.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
General retirement planning
General tax planning
Charitable giving & philanthropy
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
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)
Main office location
Mccann Wealth Strategies,Inc.
1040 Benner Pike, Suite 1
State College PA 16801, United States
Number of offices
2
Most active in
Mccann Wealth Strategies,Inc. has reported serving >5 clients in these states in the last 12 months.
Delaware · Maryland · Pennsylvania
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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