Firm
McCarthy Asset Management
Redwood Shores, California
Fee-only
Facts
| Based in | Redwood Shores, California |
|---|---|
| Website | mamportfolios.com |
| Phone | (650) 610-9540 |
McCarthy Asset Management fees
McCarthy Asset Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $422 million |
| Individual clients | 49 |
| Financial planning | Offered |
| Form ADV filed | March 11, 2026 |
| SEC record | CRD 118285 |