Mccann Wealth Strategies,Inc.

RIAState Registered

Total AUM

$26.3M

Discretionary

$26.3M

100% of AUM

Avg account

$88.3K

Accounts

298

Employees

Advisory reps

Firm details

Headquarters: State College, Pennsylvania
CRD number: 155646
Website: www.mccannwealthstrategies.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals84.67%
HNWI15.33%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Mccann Wealth Strategies, Inc. is a Delaware-headquartered independent registered adviser that focuses on individual and family clients. The firm operates as a capital allocator and combines fee-for-service planning with portfolio management for individuals and small businesses, plus selection of third-party advisers. Its fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. The firm also functions as an insurance broker and lists an insurance company affiliation among its industry connections. Mccann is not positioned as an ESG investor.