Mcclure Private Wealth, LLC fees and pricing
Financial planner in Maxwelton, West Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 26, 2026, Mcclure Private Wealth, LLC charges $100 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100/hr
“For clients that want a one-time financial plan we charge $100 per hour for those services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mcclure Private Wealth, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Client fees are negotiable under certain circumstances.”
How Mcclure Private Wealth, LLC’s fees compare
- Its hourly rate of $100 is below the West Virginia median of $250. None of the 7 other West Virginia planners that publish an hourly rate charge less.
About Mcclure Private Wealth, LLC
“McClure Private Wealth provides customized financial planning and portfolio management to individuals, high-net-worth individuals, non-profits, and businesses.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
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
- 1.2% a year
- Clients
- 1
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $201,713
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338317
- Phone
- (304) 992-3281
Other planners in West Virginia that publish fees
- Anthony Investment Management, LLCWheeling$100-$10,000
- Felton Wealth, LLCWheeling$500
- Fort Henry Capital, LLCWheeling$150-$400/hr, $500-$5,000
- Freedom Financial Advisors, LLCSouth Charleston$200-$3,000
- Global Freedom Financial LLCSouth Charleston$250/hr, $1,000-$12,000
- Hoxton Planning & Management, LLCShepherdstown$350/hr, $2,500/yr
Is something on this page wrong or out of date?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.