John McGuire
MSM Financial Strategies · Bronxville, New York
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.
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Specialties
Facts
| Firm | MSM Financial Strategies |
|---|---|
| Based in | Bronxville, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $37M across 87 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 4643530 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.msmfinancialstrategies.com |
| Profile |
How John's firm compares
- MSM Financial Strategies's average account is about $425,000, from its Form ADV (assets managed divided by 87 accounts).
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Questions about John
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.
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
- MSM Financial Strategies 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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