Mccauley Investments Advisors LLC fees and pricing
Financial planner in Guilford, Connecticut. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 18, 2023, Mccauley Investments Advisors LLC charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2023. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“The hourly fee for these services is between $150.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mccauley Investments Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may terminate the agreement without penalty for a full refund of McCauleyIA's fees within five business days of signing the Investment Advisory Contract.”
- “McCauleyIA bills based on the balance on the first day of the billing period. 7 Selection of Other Advisers Fees McCauleyIA may engage in the selection of third-party money managers, but does not have any such arrangements in place at this time.”
- “Clients may terminate the agreement without penalty for a full refund of McCauleyIA's fees within five business days of signing the Financial Planning Agreement.”
How Mccauley Investments Advisors LLC’s fees compare
- Its hourly rate of $150 is below the Connecticut median of $300. 2% of the 103 other Connecticut planners that publish an hourly rate charge less.
- None of the 2 other planners in Guilford that publish an hourly rate charge less.
About Mccauley Investments Advisors LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2014 (12 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.9% a year
- Clients
- 42
- Employees
- 1
- Works with
- Individuals and insurance companies
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $9,190,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 171742
- Phone
- (203) 453-2200
Other planners in Guilford that publish fees
- Compass Wealth Management LLCGuilfordUp to $10,000
- Grey Ledge Advisors, LLCGuilford$300/hr, $300-$1,500
- Monte Financial Group, LLCGuilford$150-$350/hr
- 5TH Street Advisors, LLCSouthport$400/hr, $3,000-$5,000
- Abundant Wealth Management LLCStamford$250-$350/hr, $750-$5,000
- Achieve Retirement & Wealth Management, LLCRidgefield$350/hr, $10,000
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.