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McFarland Associates

Headquartered in MONTEREY, CA

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Firm Information

McFarland Associates is an investment advisor with approximately $81 million in regulatory assets under management. They provide financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. Their website address is https://mcfarlandria.com/.

McFarland Associates

$81.17M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

% of client's cash flow or total assets

Branch Locations (2)

MCFARLAND ASSOCIATES has a total of 2 branch locations across the country.
location

MONTEREY, CA

location

Wyomissing, PA

Advisors at McFarland Associates

View All 2 Advisors
Unclaimed
Aaron J Schwartz

CFP®, RA

MONTEREY, CA

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Unclaimed
Ann Louise Ainsworth

CFP®, RA

Wyomissing, PA

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Disclosures

There are no public disclosures for McFarland Associates.

Frequently Asked Questions (5)

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