Angus Mceachran
Angus Mceachran is a registered investment advisor at Cetera Planning Partners, based in Greensboro, NC, with 39 years of industry experience. Angus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,849 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.65% |
Maximum advisor fee is up to 1.65%. Additional administrative, strategist, and optional service fees of up to 0.05%, 0.90%, and 0.40% respectively may apply depending on portfolio selections.
Fee Estimator
Location
2010-D New Garden Road, Greensboro, NC, 27410
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Angus is an insurance agent selling fixed insurance products since 2019. He is also a partner in HMC Partners LLC providing financial services, dedicating about a quarter of his time, and president of Money Matters Properties, LLC, a real estate holding company, requiring minimal time. Finally, Angus co-hosts a radio show for marketing securities business, spending a few hours per week.
Employment History
Current Registrations
Cetera Planning Partners
Previous Registrations
The Retirement Planning Group, LLC
Cetera Investment Advisers LLC
Cetera Advisor Networks LLC
Summit Financial Group INC
Cetera Wealth Services, LLCBroker
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
LPL Financial LLC
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Jefferson-Pilot Investor Services, INC.Broker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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