Firm
Mckenna & Sullivan
Southampton, Pennsylvania
Fee-only
Mckenna & Sullivan at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here, who holds the ChFC.
- Its Form ADV reports 1 employee and 27 individual clients.
- Its average account is about $675,000 (assets it manages divided by its 27 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Southampton, Pennsylvania |
|---|---|
| Phone | (215) 364-5770 |
Mckenna & Sullivan fees
Mckenna & Sullivan 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 | $18 million |
| Individual clients | 27 |
| Accounts managed | 27 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | October 11, 2023 |
| SEC record | CRD 120366 |