Mcbride Financial Services, Inc. fees and pricing
Financial planner in Mesa, Arizona. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 8, 2025, Mcbride Financial Services, Inc. charges $150-$350 an hour and a flat or project fee of $500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 8, 2025. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$350/hr
“Hourly fees will typically range from $150 to $350 per hour.”
- Flat or project fee
- $500-$5,000
“For comprehensive plans, fixed fees typically can range from $500 to $5,000. 4 Hourly fees may be used when the amount of time needed to complete a plan or analysis is not easily foreseeable.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mcbride Financial Services, Inc.’s fees compare
- Its hourly rate of $150-$350 spans the Arizona median of $275. 32% of the 195 other Arizona planners that publish an hourly rate charge less.
- 6 of the 10 other planners in Mesa that publish an hourly rate charge less.
- Its flat or project fee of $500-$5,000 spans the Arizona median of $3,100. 43% of the 164 other Arizona planners that publish a flat or project fee charge less.
- 7 of the 11 other planners in Mesa that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Mcbride Financial Services, Inc.
“McBride Financial Services, Inc. also provides comprehensive financial planning services for clients.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 1987 (39 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 116207
- Phone
- (480) 830-6600
Other planners in Mesa that publish fees
- CBK Financial Advisors LLCMesa$500-$6,000
- Cooper Financial Investments, LLCMesa$300/hr
- Decisionpoint Financial, LLCMesa$150-$300/hr, $2,000-$15,000
- Fleming Financial ServicesMesa$150/hr, $495-$4,995
- Immaculate Wealth Management, LLCMesa$150/hr, $225-$1,250
- Integrated Financial Solutions, PLLCMesa$575/hr, $500-$12,000
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.