Mcinerney Investment Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Services are offered based on an hourly fee of $250 per hour.”

Flat or project fee

$10,000

“Services are offered based on a negotiable fixed fee with a maximum fee of $10,000 based on complexity and unique Client needs.”

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

How Mcinerney Investment Advisors bills

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

• “Clients placed with third party money managers will be billed in accordance with the third-party money manager’s fee schedule which will be disclosed to the Client prior to signing an agreement.”
• “Method of Compensation and Fee Schedule FINANCIAL PLANNING AND CONSULTING MIA charges either a negotiable fixed fee or an hourly fee for financial planning.”
• “Client will pay nothing to start with the balance payable after ninety (90) days.”

How Mcinerney Investment Advisors’ fees compare

• Its hourly rate of $250 is below the Florida median of $288. 26% of the 372 other Florida planners that publish an hourly rate charge less.
• 7 of the 22 other planners in Orlando that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the Florida median of $4,900. 77% of the 320 other Florida planners that publish a flat or project fee charge less.
• 20 of the 22 other planners in Orlando that publish a flat or project fee charge less.

About Mcinerney Investment Advisors

• Firm size: 9 employees.
• Registered as an adviser: 2008 (18 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

3% a year

Employees

9

Services reported to regulators

Financial planning and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

146524

Website

thefinancialhq.com/mcinerneyfinancialgroup (opens in new tab)

Phone

(407) 587-2034

Other planners in Orlando that publish fees

• Allegiance Wealth Management, Inc.Orlando$300/hr
• Allgen Financial Advisors, Inc.Orlando$250/hr, $500/yr
• Arx Strategic WealthOrlando$2,500⁠-⁠$5,000
• Centrus Financial StrategiesOrlando$500/hr, $3,000⁠-⁠$15,000
• Cogent Private WealthOrlando$450/hr, $4,000/yr
• Das Wealth ManagementOrlando$100/hr

Compare all 44 planners in Orlando