Mcpherson Financial Advisors, Inc.
RIAState Registered
Total AUM
$28.1M
Discretionary
$28.1M
100% of AUM
Avg account
$2.2M
Accounts
13
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 150997
- Website
- www.mcphersonadvisors.com
- Custodians
- THE VANGUARD GROUP, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.65%
- Individuals10.35%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Mcpherson Financial Advisors, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm focuses on serving individuals and families, providing financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its pricing includes percentage-of-AUM fees alongside hourly and fixed-fee engagements. Mcpherson reports that it is not an active ESG investor and is not set up as a multistate adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds96%
- Exchange Traded Equities3%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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