Anthony McLean
Tidemark Financial Partners · San Diego, California
Anthony McLean is a fee-only financial advisor at Tidemark Financial Partners in San Diego, California. Anthony charges a flat fee or retainer, a percentage of assets and an ongoing planning fee (one-time plans from $800 and 0.5%–1.5% a year of assets managed) and focuses on retirement planning, estate & legacy planning and flat-fee planning.
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Specialties
Who they serve
- Executives
- Tech employees
Facts
| Firm | Tidemark Financial Partners |
|---|---|
| Based in | San Diego, California |
| Fee model | Flat fee or retainer · Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | One-time plans from $800 · 0.5%–1.5% a year of assets managed |
| Assets under management | $462.5M across 1,163 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 5584669 |
| Exams passed | Series 66 (2009) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | tidemarkfp.com |
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Questions about Anthony
Is Anthony McLean a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and Tidemark Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anthony charge for financial advice?
Anthony charges a flat fee or retainer, a percentage of assets and an ongoing planning fee.
How much does Anthony charge?
According to Tidemark Financial Partners's website, checked October 30, 2026: one-time plans from $800; 0.5%–1.5% a year of assets managed.
Where is Anthony McLean based?
Anthony McLean is based in San Diego, California.
What does Anthony specialize in?
Anthony's specialties include retirement planning, estate & legacy planning and flat-fee planning. Anthony works with executives and tech employees.
Is Anthony McLean registered with the SEC?
Yes. Anthony McLean is registered as an investment adviser representative in CA and TX (CRD 5584669), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tidemark Financial Partners manage?
Tidemark Financial Partners reports $462.5M across 1,163 accounts in assets under management.
How do I contact Anthony McLean?
Through Anthony's website, tidemarkfp.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
- Tidemark Financial Partners website : specialties, clients served, and fees, checked October 30, 2026
- 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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