How does the advisor help clients – Key Takeaways:
At MCENROE FINANCIAL PLANNING LLC, clients can expect to receive personalized, comprehensive financial planning services. The expert team at MCENROE FINANCIAL PLANNING LLC takes a holistic approach to financial planning, understanding that each individual or family has unique goals, circumstances, and needs. Their goal is to provide clients with the guidance and tools necessary to achieve financial stability and success.
Facts and Insights
MCENROE FINANCIAL PLANNING LLC was founded in 2005 by financial expert John McEnroe, who has over 20 years of experience in the industry. The firm is based in New York City and serves clients nationwide. They have a strong focus on creating long-term relationships with their clients and providing ongoing support and guidance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
MCENROE FINANCIAL PLANNING LLC offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, insurance planning, and education planning. Their team of advisors has expertise in all areas of financial planning, allowing them to create customized solutions tailored to each client’s unique needs.
Client Types
The firm works with a diverse range of clients, including high-net-worth individuals, families, business owners, and professionals. They also have a focus on working with younger clients who are just starting to build their wealth and need guidance on how to manage and grow their assets.
Fees & Compensation
MCENROE FINANCIAL PLANNING LLC operates on a fee-only basis, meaning they do not receive commissions for recommending specific products or services. This ensures that their advice is unbiased and solely in the interest of their clients. The firm’s fees are based on a percentage of assets under management, and they believe in full transparency when it comes to any fees or compensation.
Background
The founder of MCENROE FINANCIAL PLANNING LLC, John McEnroe, has a strong background in the financial industry. He holds multiple professional designations, including Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU). He is also a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).
Financial Advisor Disclosures to Know
MCENROE FINANCIAL PLANNING LLC is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). As an RIA, the firm has a fiduciary duty to act in the best interest of their clients at all times. They have no disclosures reported on their Form ADV, meaning they have a clean compliance record.