Samuel McPherson
McPherson Financial Advisors · New York, New York
Samuel McPherson is a fee-only financial advisor at McPherson Financial Advisors in New York, New York, who holds the CFP credential. Samuel charges a one-time planning fee, a percentage of assets and hourly fees (one-time plans from $5,000 and $400 an hour) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | McPherson Financial Advisors |
|---|---|
| Based in | New York, New York |
| Fee model | One-time planning fee · Percentage of assets · Hourly |
| Fees (firm's website) | One-time plans from $5,000 · $400 an hour · 0.75% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $28.1M across 13 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 5730893 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.mcphersonadvisors.com |
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Questions about Samuel
Is Samuel McPherson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and McPherson Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Samuel charge for financial advice?
Samuel charges a one-time planning fee, a percentage of assets and hourly fees.
How much does Samuel charge?
According to McPherson Financial Advisors's website, checked October 30, 2026: one-time plans from $5,000; $400 an hour; 0.75% a year on the first tier of assets managed.
Where is Samuel McPherson based?
Samuel McPherson is based in New York, New York.
What does Samuel specialize in?
Samuel's specialties include retirement planning, estate & legacy planning and tax planning. Samuel works with retirees and pre-retirees.
What credentials does Samuel McPherson hold?
Samuel McPherson holds the CFP credential.
Is Samuel McPherson registered with the SEC?
Yes. Samuel McPherson is registered as an investment adviser representative in NY (CRD 5730893), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does McPherson Financial Advisors manage?
McPherson Financial Advisors reports $28.1M across 13 accounts in assets under management.
How do I contact Samuel McPherson?
Through Samuel's website, www.mcphersonadvisors.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
- McPherson Financial Advisors 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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