How does the advisor help clients – Key Takeaways:
McConnell Financial Advisors is known for its knowledgeable and experienced team of financial experts who guide and support their clients in achieving their goals. The company offers a wide range of financial services, caters to various types of clients, and operates in a transparent and ethical manner.
Facts and Insights
Founded in 1991, McConnell Financial Advisors has been in the business of providing top-notch financial advice for almost three decades. The company prides itself on its fiduciary responsibility to always act in the best interest of their clients, providing unbiased and objective recommendations.
With a team of over 30 experienced financial advisors, McConnell Financial Advisors has the knowledge and resources to help clients navigate through complex financial decisions. The company prioritizes building long-term relationships with their clients, allowing for more effective and personalized financial planning.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $2.5 billion |
|---|---|
| Number of Advisors: | 30+ |
| Time in Business: | 27 years |
Financial Services Offered
McConnell Financial Advisors covers a wide range of financial services, including investment management, retirement planning, estate planning, tax planning, and insurance planning. Their team of experts works closely with each client to create a customized financial plan that caters to their specific needs and goals.
Client Types
McConnell Financial Advisors serves a diverse clientele that includes individuals, families, high-net-worth individuals, and business owners. Their advisors have the knowledge and experience to work with clients from different backgrounds and cater to their unique financial needs.
Fees & Compensation
McConnell Financial Advisors charges fees based on the percentage of assets under management, ensuring that their interests are aligned with those of their clients. The company operates on a fee-only basis, meaning they do not receive any commissions, allowing for unbiased and objective recommendations.
Background
McConnell Financial Advisors was founded by John McConnell, who has over four decades of experience in the financial industry. Under his leadership, the company has grown to become a leading financial advisor firm with a client-centric approach and a commitment to transparency and ethical practices.
Financial Advisor Disclosures to Know
As a registered investment advisor, McConnell Financial Advisors is aligned with strict standards of transparency and disclosure. The company provides all information regarding their fees, services, and potential conflicts of interest in their Form ADV, which can be accessed through the Securities and Exchange Commission (SEC) website or upon request.