Mckenna & Sullivan Inc fees and pricing

Financial planner in Southampton, Pennsylvania. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated October 11, 2023, Mckenna & Sullivan Inc charges $150⁠-⁠$250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 11, 2023. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150⁠-⁠$250/hr; “Fees range from $150 to $250 per hour, for stand alone Financial Planning services The actual fee is dependent upon the anticipated complexity and circumstances of the case.”

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

“Small Business Consulting is offered in the areas of cash flow management, accounts receivable/payable, internal organization, future planning and increasing shareholder equity.”
“No fee is pre-paid, but is due upon completion of the Plan or Project and presentation to the Client.”
“All fees are negotiable, and are not based upon Client gains or capital appreciation of assets as a result of the Advisor’s involvement with the Client.”

Its hourly rate of $150-$250 is below the Pennsylvania median of $250. 16% of the 267 other Pennsylvania planners that publish an hourly rate charge less.

“The Advisor offers Estate and Financial Planning, Personal Money Management, Small Business Consulting and Investment Management.”

From the firm's description of its advisory business in its Form ADV brochure.

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

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 3% a year
Clients: 27
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $18,213,973
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 120366
Phone: (215) 364-5770

Is something on this page wrong or out of date?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.