Robert McCullough
MC2 Financial Advisers · Newtown Square, Pennsylvania
Robert 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 5448042 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.mc2financialadvisors.com/index.php |
How Robert'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 Robert
Is Robert McCullough a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, MC2 Financial Advisers, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Robert McCullough based?
Robert McCullough is based in Newtown Square, Pennsylvania.
What credentials does Robert McCullough hold?
Robert McCullough holds the CFP credential.
Is Robert McCullough registered with the SEC?
Yes. Robert McCullough is registered as an investment adviser representative in PA (CRD 5448042), 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 Robert McCullough?
Through Robert'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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