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Wade Donald Pfau

McLean Asset Management Corp.

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About Wade Donald Pfau

Wade Donald Pfau is a Registered Investment Advisor associated with McLean Asset Management Corp. and Retirement Researcher, LLC. Wade has been in the industry since 2014. Wade Pfau holds the Chartered Financial Analyst designation. Wade Donald Pfau's firm McLean Asset Management Corp. provides financial planning, pension consulting, portfolio management for individuals and businesses, selection of other advisers, and educational seminars. Wade Donald Pfau is also associated with Retirement Researcher, LLC., which provides retirement income planning. Wade Donald Pfau has previously been associated with The American College and Instream Solutions, Inc.

Firm Information

Wade Pfau is currently registered with McLean Asset Management Corp.. McLean Asset Management Corp. is a registered investment advisor based in Tysons, Virginia. The firm offers financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals, businesses, and pooled investment vehicles. McLean Asset Management Corp. has approximately $819.2 million in regulatory assets under management.
McLean Asset Management Corp.

1900 GALLOWS ROAD

TYSONS, VA 22182

$819.20M

Assets Under Management

2

Total Clients

17

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Wade Pfau’s Registration & Firm History

VA

07/01/2014 - Present

McLean Asset Management Corp. (TYSONS VA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wade Donald Pfau.
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