Francis McCullough
MC2 Financial Advisers · Newtown Square, Pennsylvania
Francis McCullough is a fee-only financial advisor at MC2 Financial Advisers in Newtown Square, Pennsylvania, who holds the CFP credential. MC2 Financial Advisers reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | MC2 Financial Advisers |
|---|---|
| Based in | Newtown Square, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $66.1M across 69 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 2937905 |
| Exams passed | Series 63 (1997) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.mc2financialadvisors.com/index.php |
How Francis's firm compares
- MC2 Financial Advisers's average account is about $958,000, from its Form ADV (assets managed divided by 69 accounts).
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Questions about Francis
Is Francis McCullough a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Francis holds no broker registration, and MC2 Financial Advisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Francis charge for financial advice?
Francis's firm, MC2 Financial Advisers, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Francis McCullough based?
Francis McCullough is based in Newtown Square, Pennsylvania.
What credentials does Francis McCullough hold?
Francis McCullough holds the CFP credential.
Is Francis McCullough registered with the SEC?
Yes. Francis McCullough is registered as an investment adviser representative in PA (CRD 2937905), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MC2 Financial Advisers manage?
MC2 Financial Advisers reports $66.1M across 69 accounts in assets under management.
How do I contact Francis McCullough?
Through Francis's website, www.mc2financialadvisors.com/index.php.
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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