Mcguigan Financial, LLC fees and pricing
Financial planner in Wolfeboro, New Hampshire. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 17, 2026, Mcguigan Financial, LLC charges $200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“The hourly rate for limited scope engagements is negotiable but generally $200.00 an hour, adjusted to account for complexity.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mcguigan Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If the advisory agreement is terminated before the end of the quarterly period, clients are entitled to a pro-rated refund of any pre-paid quarterly advisory fee based on the number of days remaining in the quarter after the termination date.”
- “Method of Payment Payment for hourly consulting, a comprehensive financial plan and/or a written portfolio review and analysis is made in the form of a personal check or money order made payable to McGuigan Financial, LLC.”
- “Generally, 1/2 of the total payment is required upon engagement and the remaining payment is due upon completion of the plan.”
How Mcguigan Financial, LLC’s fees compare
- Its hourly rate of $200 is below the New Hampshire median of $275. 15% of the 52 other New Hampshire planners that publish an hourly rate charge less.
About Mcguigan Financial, LLC
“The firm was first registered in 2018 and primarily provides asset management and financial planning services to individuals and high net worth individuals with a focus on planning for retirement and education as well as insurance planning.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2018 (8 years).
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
- 1.2% a year
- Minimum
- $10,000 in assets (stated in brochure)
- Clients
- 162
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $79,008,058
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 299624
- Phone
- (603) 249-6535
Can advise clients in 2 states: Massachusetts, New Hampshire
Other planners in New Hampshire that publish fees
- Applied Capital Management, LLCLondonderry$350/hr
- Arca Wealth, LLCPortsmouth$200-$300/hr
- Aurelius Family Office, LLCBedford$2,000-$10,000
- Axiom Advisors, LLCBedford$200-$625/hr, $600-$25,000
- Aztec Financial Group, LLCDover$1,500
- Bartley Financial Advisors, LLCBedford$6,000/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.