Ann Ainsworth
Mcfarland Associates · Wyomissing, Pennsylvania
Ann Ainsworth is a fee-only financial advisor at Mcfarland Associates in Wyomissing, Pennsylvania, who holds the CFP credential. Mcfarland Associates reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Mcfarland Associates |
|---|---|
| Based in | Wyomissing, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $83.2M across 131 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2110511 |
| Exams passed | Series 63 (1991) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | mcfarlandria.com |
How Ann's firm compares
- Mcfarland Associates's average account is about $635,000, from its Form ADV (assets managed divided by 131 accounts).
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Questions about Ann
Is Ann Ainsworth a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ann holds no broker registration, and Mcfarland Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ann charge for financial advice?
Ann's firm, Mcfarland Associates, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ann Ainsworth based?
Ann Ainsworth is based in Wyomissing, Pennsylvania.
What credentials does Ann Ainsworth hold?
Ann Ainsworth holds the CFP credential.
Is Ann Ainsworth registered with the SEC?
Yes. Ann Ainsworth is registered as an investment adviser representative in CA (CRD 2110511), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mcfarland Associates manage?
Mcfarland Associates reports $83.2M across 131 accounts in assets under management.
How do I contact Ann Ainsworth?
Through Ann's website, mcfarlandria.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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