McCary Anheuser Wealth Management, LLC
West Hartford, Connecticut
McCary Anheuser Wealth Management, LLC at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 5 individual clients, 3 of them high net worth.
- Its average account is about $2.7 million (assets it manages divided by its 3 accounts).
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | West Hartford, Connecticut |
|---|---|
| Website | mccary-anheuser-wealth.com |
| [email protected] | |
| Phone | (860) 761-1000 |
Questions about McCary Anheuser Wealth Management, LLC
How is McCary Anheuser Wealth Management, LLC paid?
McCary Anheuser Wealth Management, LLC's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does McCary Anheuser Wealth Management, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at McCary Anheuser Wealth Management, LLC.
What is the average account at McCary Anheuser Wealth Management, LLC?
McCary Anheuser Wealth Management, LLC's average account is about $2.7 million. That's the assets on its Form ADV divided by its 3 accounts.
McCary Anheuser Wealth Management, LLC fees
McCary Anheuser Wealth Management, LLC 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 · Fixed fees |
|---|---|
| Assets managed | $8 million |
| Individual clients | 2 |
| High-net-worth clients | 3 |
| Accounts managed | 3 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 11, 2026 |
| SEC record | CRD 306810 |