Maclean Capital Advisors, LLC fees and pricing
Financial planner in Indian Wells, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 17, 2026, Maclean Capital Advisors, LLC charges a flat or project fee of $5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,000
“Flat fees will not exceed $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Maclean Capital Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
- “Fees are paid quarterly in advance based upon the final day of the previous period, and clients may terminate their contracts with five days’ written notice.”
- “Unless otherwise provided in writing, our firm bills on cash.”
How Maclean Capital Advisors, LLC’s fees compare
- Its flat or project fee of $5,000 matches the California median of $5,000. 49% of the 796 other California planners that publish a flat or project fee charge less.
About Maclean Capital Advisors, LLC
- Firm size: 3 employees.
- Registered as an adviser: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 156
- Employees
- 3
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $222,096,364
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 156978
- Phone
- (760) 636-4593
Other planners in California that publish fees
- 10/28 Wealth Management LLCOceanside$300/hr, $500-$10,000
- 360DividendsGranite Bay$300/hr, $2,500-$10,000
- 3D Holistic WealthIrvine$300/hr, $1,500-$10,000
- 401 FinancialSan Diego$250/hr, $500
- 5T Wealth, LLCNapa$200-$450/hr
- 7 Streets Financial, LLCSan Diego$100-$400/hr, Up to $15,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.