Firm
McCurdy Financial Solutions
Rocklin, California
Fee-only
McCurdy Financial Solutions at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 74 individual clients, 19 of them high net worth.
- Its average account is about $359,000 (assets it manages divided by its 75 accounts).
- Its website says it's taking new clients.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Rocklin, California |
|---|---|
| Website | mccurdyfinancialsolutions.com |
| Phone | (916) 280-0621 |
McCurdy Financial Solutions fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.5% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · Hourly · One-time plans or projects |
In the firm's words
"1.50% Fee Up to $249,999" source
"Best for a specific set of financial questions or a one-time project." source
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 · Fixed fees |
|---|---|
| Assets managed | $27 million |
| Individual clients | 55 |
| High-net-worth clients | 19 |
| Accounts managed | 75 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 15, 2026 |
| SEC record | CRD 328206 |