# Joseph McMahan

> Joseph McMahan is a fee-only financial advisor at Jmcmahan in College Station, Texas. Jmcmahan reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joseph-mcmahan/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Jmcmahan
- **Based in:** College Station, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees; Performance-based fees
- **Assets under management (firm):** $75K across 7 accounts
- **CRD:** 8073880 (https://adviserinfo.sec.gov/individual/summary/8073880)
- **SEC registration:** Investment adviser representative in TX, UT
- **Exams passed:** Series 65 (2025)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Joseph McMahan a fee-only financial advisor?

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

### How does Joseph charge for financial advice?

Joseph's firm, Jmcmahan, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Joseph McMahan based?

Joseph McMahan is based in College Station, Texas.

### Is Joseph McMahan registered with the SEC?

Yes. Joseph McMahan is registered as an investment adviser representative in TX and UT (CRD 8073880), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Jmcmahan manage?

Jmcmahan reports $75K across 7 accounts in assets under management.

### How do I contact Joseph McMahan?

Contact details aren't on file yet. Search for Jmcmahan.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8073880): 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

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