McBride Financial Services, Inc. provides personalized financial planning and consulting services for individuals, families, and businesses. Founded in 1987 and based in Mesa, Arizona, the firm focuses on financial organization, cash flow analysis, education analysis, insurance needs and policy analysis, income tax planning, investment analysis, financial independence, estate planning, and retirement planning. The firm operates strictly on a financial planning and consulting model, charging fixed or hourly fees, and does not offer ongoing management of investment portfolios.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Comprehensive financial plan — $500 to $5,000 as a fixed fee depending on the complexity of your situation and the experience of the planner.
- Hourly consulting — $150 to $350 per hour for analysis and planning projects where the time needed is not easily foreseeable.
One-Time Plan:$500 - $5,000
Hourly Rate:$150 - $350/hr
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