McWilliams Financial Advisory Group offers personalized financial planning and refers clients to third-party money managers for investment management. The firm's services include financial goal setting, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. McWilliams Financial Advisory Group does not manage client assets directly.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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Fee Structure
- Financial plans are offered for a fixed, negotiable fee between $1,500 and $4,000, depending on the complexity of the client's situation.
- Hourly consulting is available for $150 to $250 per hour.
One-Time Plan:$1,500 - $4,000
Hourly Rate:$150 - $250/hr
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