Francis Mccullough
Francis Mccullough is a CFP-designated registered investment advisor at Mc2 Financial Advisers, INC., based in Newtown Square, PA, with 28 years of industry experience. Francis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 69 clients with $66M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.70% |
Management fees are not negotiable. For held-away accounts managed via Pontera, an additional annual fee of 0.25% applies.
Fee Estimator
Location
90 S Newtown St Rd Ste 8, Po Box 432, Newtown Square, PA, 19073
Get directionsHistory
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 Activities
Francis is the president of McCullough & Company, CPA's, an accounting, consulting, and tax preparation firm. He spends about half his time on this activity, with about a quarter of his time during trading hours.
Employment History
Current Registrations
Mc2 Financial Advisers, INC.
State Registrations1 state
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
More Advisors
- Robert Mccullough, CFPMc2 Financial Advisers, INC.
- James Trotter, CFPMML Investors Services, LLC
- Jacob Myers, CFP, ChFCMML Investors Services, LLC
- Anthony Santisi, ChFCMML Investors Services, LLC
- Daniel Joie, CFPMML Investors Services, LLC
- Paul Vento, ChFCMML Investors Services, LLC