Rachel Klinger
Rachel Klinger is a registered investment advisor at Mccann Wealth Strategies,inc., based in State College, PA, with 19 years of industry experience. Rachel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 119 clients with $26M 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 | 2.25% |
Fees are negotiable.
Fee Estimator
Location
1040 Benner Pike, Suite 1, State College, PA, 16801
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 ActivitiesSells Insurance
Rachel is the president of McCann Wealth Strategies, where she sells insurance products. This investment-related activity takes about a quarter of her time.
Employment History
Current Registrations
Mccann Wealth Strategies,inc.
Previous Registrations
Kms Financial Services, INC
USA Financial Securities Corporation
State Registrations3 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.