Jeffrey McHale
Wealth Effects · Pembroke, Massachusetts
Jeffrey McHale is a fee-only financial advisor at Wealth Effects in Pembroke, Massachusetts. Jeffrey focuses on retirement planning, divorce financial planning and family wealth transfer. Wealth Effects reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Mid-life transitions
- Divorced individuals
Facts
| Firm | Wealth Effects |
|---|---|
| Based in | Pembroke, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $472M across 988 accounts |
| SEC registration | Investment adviser representative in MA · CRD 2998580 |
| Exams passed | Series 63 (1997) · Series 65 (2007) |
| Firm size | 17 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.w-effects.com |
| Profile |
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Questions about Jeffrey
Is Jeffrey McHale a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Wealth Effects reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Wealth Effects, reports charging a percentage of assets on its SEC Form ADV.
Where is Jeffrey McHale based?
Jeffrey McHale is based in Pembroke, Massachusetts.
What does Jeffrey specialize in?
Jeffrey's specialties include retirement planning, divorce financial planning and family wealth transfer. Jeffrey works with pre-retirees, mid-life transitions and divorced individuals.
Is Jeffrey McHale registered with the SEC?
Yes. Jeffrey McHale is registered as an investment adviser representative in MA (CRD 2998580), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Wealth Effects manage?
Wealth Effects reports $472M across 988 accounts in assets under management.
How do I contact Jeffrey McHale?
Through Jeffrey's website, www.w-effects.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
- Wealth Effects 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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