Mclean Asset Management Corp. fees and pricing
Financial planner in Tysons, Virginia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 22, 2026, Mclean Asset Management Corp. charges $250-$1,000 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 22, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$1,000/hr
“The consulting fees are negotiable, and clients can expect to pay rates between $250 and $1,000 per hour or between $1,000 and $50,000, depending upon the scope and complexity of the engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mclean Asset Management Corp. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The quarterly fee for MAMC's employer-sponsored retirement plan services is negotiable and is generally subject to a minimum of $1,250.”
- “Alternatively, a client may choose to receive a quarterly invoice for payment of fees to MAMC.”
- “Irrespective of the method of payment, clients may request a copy of their invoice.”
How Mclean Asset Management Corp.’s fees compare
- Its hourly rate of $250-$1,000 spans the Virginia median of $260. 99% of the 203 other Virginia planners that publish an hourly rate charge less.
About Mclean Asset Management Corp.
- Firm size: 26 employees.
- Founded: 1984 (42 years).
Planning areas mentioned in the brochure
- Retirement planning
- College planning
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
- 486
- Employees
- 26
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $993,930,145
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 108067
- Phone
- (703) 827-0636
Can advise clients in 21 states: California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Massachusetts, Maryland, North Carolina, Nebraska, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington
Other planners in Tysons that publish fees
- Variant Private Wealth LLCTysons$350/hr, $750-$10,000
- 8TH Street Investments, LLCAlexandria$250-$500/hr, $2,000-$7,000
- Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
- Acadia Financial Services, LLCFairfax Station$400/hr, $600/yr
- Acorn Financial Advisory Services, Inc.Reston$175-$1,295/hr, $3,750
- Activ8 Family Office LLCMclean$400/hr, $2,500-$100,000
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.