McHenry Investments, LLC fees
Financial planner in Beaver, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 24, 2026, McHenry Investments, LLC (Beaver, PA) charges a flat or project fee of $1,500-$5,000 for financial planning.
- Website: mchenryinvestments.com (opens in new tab)
- Call (724) 888-2814
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 24, 2026. Fees can change.
- Flat or project fee
- $1,500-
$5,000 Runs from below the Pennsylvania median of $4,000 to above it.
“Fixed fees for financial planning or portfolio review services typically range from $1,500.00 to $5,000.00, depending on the complexity of the planning.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How McHenry Investments, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable at the Firm’s discretion.”
- “The Firm does not accept payment of fees in advance.”
- “Fees for partial quarters will be prorated.”
About McHenry Investments, LLC
“The Firm may also provide financial planning, investment consulting, and portfolio review services on a stand-alone basis.”
- Founded: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of June 24, 2026
- CRD number
- 339628 (opens in new tab)
- Phone
- (724) 888-2814
More planners in Pennsylvania that publish fees
- Wescott Financial Advisory Group LLCPhiladelphiaHourly $150-$750/hr
- Clear Capital Management LPDoylestownHourly $200/hr
- Equita Financial Network, Inc.Fort WashingtonHourly up to $500/hr, Flat up to $10,000
- Ketwich Capital LLCMalvernFlat $500-$5,000, Monthly $150-$500/mo
- River Wealth Advisors LLCCamp HillHourly $150-$300/hr
- Weyhill Investment Counsel, LLCBethlehemHourly $250/hr, Flat $200-$5,000
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.