Firm
The Mchugh Group
Bratenahl, Ohio
Fee-only
The Mchugh Group at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 1 employee and 30 individual clients, 25 of them high net worth.
- Its average account is about $2.0 million (assets it manages divided by its 167 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Bratenahl, Ohio |
|---|---|
| Phone | (216) 529-1642 |
The Mchugh Group fees
The Mchugh Group 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 |
|---|---|
| Assets managed | $331 million |
| Individual clients | 5 |
| High-net-worth clients | 25 |
| Accounts managed | 167 |
| Employees | 1 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-120942) |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 119811 |