Larry Mcnamara is a PFS-designated registered investment advisor at Paraklete Financial, INC., based in Kennesaw, GA, with 9 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Simple financial plan - up to $25,000, involving approximately 40 hours of work and multiple meetings with the client and their other service providers.
- Intermediate complexity financial plan (virtual unbundled multi-family office) - $96,000, including four personal financial plans, one business plan, selection of outside advisors, creation of a family social media policy, and five unique websites, encompassing approximately 160 hours of time.
- Most complex financial plan (virtual unbundled single-family office) - $174,000, including five personal financial plans, one business plan and creation of the single-family office, selection of outside advisors, creation of a family social media policy, and six unique websites, encompassing approximately 290 hours of time.
Location
Kennesaw, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Larry is the CFO and accountant for 3GS Services, LLC, a general maintenance landscaping company, since January 2024. He dedicates minimal time to this activity.
Employment History
Current Registrations
Paraklete Financial, INC.
Previous Registrations
Mcnamara Financial Planning, LLC
Genworth Financial Advisers Corporation
Genworth Financial Advisers Corporation
State Registrations5 states
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