National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

Robert McCullough

MC2 Financial Advisers, Inc.

24 S. Newtown Street Road
Suite 100

Newtown Square, PA 19073
(610) 3537777

Pesonal attention, Independent, Fee Only

About MC2 Financial Advisers, Inc.

Independent, fee only, registered investment advisors in Newtown Square, serving small businesses and families throughout the Philadelphia area. We are CPAs and CFPs, who use all of our knowledge and experience to integrate clients' financial goals and plans with proper business, tax, retirement & estate planning. No selling. No commissions. No dinner seminars. Specializing in Vanguard funds.

General Information

Firm Start Year

1998

No.of Employees

5-9

CRD#

5448042

Firm CRD#

116309

Name of Broker/Dealer

n/a

Name of Custodial Firm

Vanguard

States Licensed in

PA

Years of Experience in Financial Services

18

Number of Years with Current Firm

16

I work with the following types of clients

Individual Investors, Qualified Retirement Plans, Businesses

Services

Investment Types

Exchange Traded Funds (ETFs), Mutual Funds

I can meet clients in the following ways

Video Conference, Via email, Via phone, At your office, At your home, At my office

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

Investment Advisor Representative

No

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, Certified Public Accountant (CPA)

Firm Information

Firm's Number of Clients

52

Firm's Number of Managed Clients

51

Assets Managed by Firm

$39,342,000

Advisor's Number of Managed Clients

52

Assets Managed by Advisor

$39,342,000

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets

Fee % Based on Assets

1%1st 500K

Additional Details on Charges

No commissions. No minimums. Fee only. Free consultation. Free trial period.

Minimum Fee Charged for Managed Accounts

0

Education

BA - Sociology with minor in Business

Villanova
09/01/1998 - 05/30/2001