McFarland Associates provides personalized financial and estate planning and investment advice to individuals, pension and profit sharing plans, trusts, estates, corporations, and business entities. Advice covers goal setting, cash flow, tax reduction, wealth accumulation, education funding, retirement needs, risk management, and estate structure. Clients receive a written plan and can choose which recommendations to implement. McFarland Associates also supervises strategic asset management by third-party investment advisors.
Fee Structure
McFarland Associates' fees are based on the higher of 1.00% of annual cash flow or one tenth of 1.00% of a client’s assets, subject to a minimum initial fee of $5,000 upon presentation of the financial plan and a minimum ongoing fee of $625 per quarter if client has elected to receive the ongoing Comprehensive Financial Planning Service.