# John McGuire

> John McGuire is a fee-only financial advisor at MSM Financial Strategies in Bronxville, New York, who holds the CFP credential. John focuses on retirement planning. MSM Financial Strategies reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/john-mcguire/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** MSM Financial Strategies
- **Based in:** Bronxville, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $37M across 87 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 4643530 (https://adviserinfo.sec.gov/individual/summary/4643530)
- **SEC registration:** Investment adviser representative in NY
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.msmfinancialstrategies.com

## Frequently asked questions

### Is John McGuire a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and MSM Financial Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does John charge for financial advice?

John's firm, MSM Financial Strategies, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is John McGuire based?

John McGuire is based in Bronxville, New York.

### What does John specialize in?

John's specialties include retirement planning.

### What credentials does John McGuire hold?

John McGuire holds the CFP credential.

### Is John McGuire registered with the SEC?

Yes. John McGuire is registered as an investment adviser representative in NY (CRD 4643530), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does MSM Financial Strategies manage?

MSM Financial Strategies reports $37M across 87 accounts in assets under management.

### How do I contact John McGuire?

Through John's website, www.msmfinancialstrategies.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4643530): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://msmfinancialstrategies.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.