M
McQuade, Kathleen Mary
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
10
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$0
About
This firm is a fee-only, solo practice that provides financial planning and consulting to individual clients, covering investment planning, retirement, insurance, education and estate planning. Engagements are tailored and range from comprehensive written financial plans developed over several meetings to ongoing consultations, shorter two-hour "Financial Physical" sessions, and hourly advice.
The adviser emphasizes a fundamental, long-term, buy-and-hold approach and generally recommends no-load, low-cost, tax-efficient mutual funds—primarily index funds—with asset allocation identified as the primary driver of portfolio returns. The firm does not accept discretionary authority or custody of client assets, so recommendations are implemented at the client’s discretion and account reviews are conducted by the adviser annually or as needed.
Notable features in the brochure include a small client base and a fee-only model that relies on fixed, retainer, or hourly engagements rather than percentage-of-AUM billing, and a two-hour "Financial Physical" option that functions as a concise planning workshop. The adviser’s advanced academic credentials and prior sell-side analyst experience, together with an absence of brokerage or referral arrangements, further distinguish the practice from many peers.
Client services
Financial planning
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Fee options
Fixed fee for Financial Physical up to $750; Financial Plans $2,500 to $6,000
Hourly rate generally $250 to $300 depending on complexity
Minimum fee: Retainer fee minimum of $750 Fee-only: Fixed fees ranging from $750 (Financial Physical) up to $6,000 (Comprehensive Financial Plan); hourly fees $250-$300; retainer fees $750-$2,000
Main office location
McQuade, Kathleen Mary
Laurel MD, United States
Number of offices
1
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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