McPherson Financial Advisors is a registered investment advisor founded in 2009, located in New York, New York. The firm provides personalized financial planning and investment management to individuals, trusts, estates, and small businesses. Services include retirement planning, tax strategies, cash flow management, insurance reviews, education funding, and estate planning. McPherson Financial Advisors operates as a fee-only firm, meaning it does not sell commissioned products like insurance or mutual funds, and does not accept finder's fees or commissions. Samuel J. McPherson serves as the sole owner and president. The firm emphasizes a fiduciary standard, committing to act in the best interest of clients at all times.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable and subject to a minimum annual fee of $5,000.
