Firm
McPherson Financial Advisors
New York, New York
Fee-only
Facts
| Based in | New York, New York |
|---|---|
| Website | mcphersonadvisors.com |
| Phone | (347) 788-1748 |
McPherson Financial Advisors 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.
| One-time plan | From $5,000 |
|---|---|
| Hourly | $400 an hour |
| Asset-based fee | 0.75% a year on the first tier of assets |
| How it charges | One-time plans or projects · Percentage of assets · Hourly |
In the firm's words
"The fee for a comprehensive financial plan ranges between $5,000 to $10,000" source
"follow-up consultations are available at an hourly rate of up to $400" source
"First $2,000,000 of Investment Assets: 0.75% per year" source
"The fee for a comprehensive financial plan ranges between $5,000 to $10,000" 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 | $28 million |
| Individual clients | 5 |
| Financial planning | Offered |
| Form ADV filed | September 6, 2026 |
| SEC record | CRD 150997 |