PlannerFees

Mcbride Financial fees and pricing

Financial planner in Glen Cove, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 7, 2019, Mcbride Financial charges a flat or project fee of $200⁠-⁠$2,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 7, 2019. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$200⁠-⁠$2,000
“Written financial planning fees range from $200 to $2,000, depending on the complexity of your financial situation.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Mcbride Financial bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “The negotiable hourly fee is up to $250/hour and is paid after the consultations.”
  • “Hourly fees are billed at the end of the month they were incurred.”
  • “Do we charge in advance We do not charge any fees in advance.”

How Mcbride Financial’s fees compare

  • Its flat or project fee of $200-$2,000 is below the New York median of $4,500. 10% of the 251 other New York planners that publish a flat or project fee charge less.

About Mcbride Financial

“Description of advisory services we offer McBride Financial has always been a small firm specializing in financial planning and managing client portfolios.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Kevin McBride
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2010 (16 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning

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
2% a year
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
155741
Phone
(516) 801-4774

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