Mccann Investment Management LLC fees and pricing

Financial planner in Lodi, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 26, 2026, Mccann Investment Management LLC charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “AND CONSULTING MIM charges an hourly fee of $200 per hour for financial planning.”

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

“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
“Accounts held on the Model Marketplace of Altruist LLC are billed quarterly in arrears based on the average daily balance of the account for the quarter.”
“The fees will be billed quarterly in arrears.”

Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.

Principal: John McCann
Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2021 (5 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 3% a year
Clients: 113
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed: $8,291,495
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 315149
Website: mccannim.com (opens in new tab)
Phone: (209) 339-1825

Is something on this page wrong or out of date?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.