Mccurdy Financial Solutions fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Alternatively, MFS charges an hourly fee of $250.”

Flat or project fee

$1,500⁠-⁠$5,000

“Fixed fees generally range from $1,500 to $5,000, depending on the scope and complexity of the services provided.”

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

How Mccurdy Financial Solutions bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are paid monthly in advance, ranging from $100 to $500.”

How Mccurdy Financial Solutions’ fees compare

• Its hourly rate of $250 is below the California median of $300. 19% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$5,000 is below the California median of $5,000. 36% of the 796 other California planners that publish a flat or project fee charge less.

About Mccurdy Financial Solutions

• Principal: Daniel McCurdy
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners

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

1.5% a year

Clients

74

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$26,887,847

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

328206

Website

mccurdyfinancialsolutions.com (opens in new tab)

Phone

(916) 280-0621

Can advise clients in 2 states: California, Nevada

Other planners in Rocklin that publish fees

• Fincrafters Advisory LLCRocklin$250/hr, $12,000
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500
• 5T Wealth, LLCNapa$200⁠-⁠$450/hr

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