Mckinley Carter Wealth Services, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$50⁠-⁠$500/hr

“These fees are negotiable but generally range from $350 to $10,000 on a fixed fee basis and/or from $50 to $500 on an hourly rate basis, depending upon the level and scope of the services and the professional renderings of the financial planning and/or the consulting services.”

Flat or project fee

$1,000⁠-⁠$20,000

“MCWS’s wealth management services fees are negotiable, but generally range from $1,000 to $20,000 on a fixed fee basis and/or the following fee schedule:”

Annual fee

$500/yr

“In addition, there is a $500 annual fee for each planned giving instrument administered.”

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

How Mckinley Carter Wealth Services, Inc. bills

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

• “Generally, MCWS requires one-half of the financial planning/consulting fee (estimated hourly or fixed) payable upon entering the written agreement.”
• “The balance is generally due upon delivery of the financial plan or completion of the agreed-upon services.”
• “For the asset-based fee, MCWS’s annual fee shall either be charged monthly or quarterly, in arrears, based upon the market value of the plan assets on the last day of the previous period.”

How Mckinley Carter Wealth Services, Inc.’s fees compare

• Its hourly rate of $50-$500 spans the West Virginia median of $250. 71% of the 7 other West Virginia planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$20,000 spans the West Virginia median of $4,525. 86% of the 7 other West Virginia planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Wheeling that publish a flat or project fee charge less.

About Mckinley Carter Wealth Services, Inc.

• Firm size: 32 employees.
• Registered as an adviser: 2005 (21 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

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

1.25% a year

Clients

1,231

Employees

32

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, state and local governments, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and other services

Assets managed

$2,306,284,068

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

135184

Website

mckinleycarter.com (opens in new tab)

Phone

(304) 230-2400

Can advise clients in 27 states: Alabama, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Illinois, Indiana, Kentucky, Louisiana, Massachusetts, Maryland, Michigan, Missouri, North Carolina, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia

Other planners in Wheeling that publish fees

• Anthony Investment Management, LLCWheeling$100⁠-⁠$10,000
• Felton Wealth, LLCWheeling$500
• Fort Henry Capital, LLCWheeling$150⁠-⁠$400/hr, $500⁠-⁠$5,000
• Freedom Financial Advisors, LLCSouth Charleston$200⁠-⁠$3,000
• Global Freedom Financial LLCSouth Charleston$250/hr, $1,000⁠-⁠$12,000
• Hoxton Planning & Management, LLCShepherdstown$350/hr, $2,500/yr

Compare all 5 planners in Wheeling