MC Wealth Advisors LLC

MC Wealth Advisors provides investment management and financial planning to individuals, high net worth individuals, families, and businesses. The firm reports total regulatory assets under management of approximately $2.19 million, of which roughly $82,298 are managed on a discretionary basis and $2,111,551 on a non‑discretionary basis, and it charges percentage‑of‑AUM advisory fees as well as fees for planning engagements.

The firm’s investment approach emphasizes long‑term, diversified asset allocation across equities, fixed income, mutual funds, and ETFs, with portfolios tailored to each client’s goals, time horizon, tax sensitivity, and risk tolerance. MC Wealth Advisors may recommend or allocate portions of client portfolios to unaffiliated External Managers, conducts due diligence on those managers, and typically monitors performance while not supervising their day‑to‑day operations.

Noteworthy distinctions include an affiliation with a separate law and tax practice under common control, where the firm’s principal is a licensed attorney who provides legal and tax services through that separate entity and may refer clients between the two businesses; clients are not required to engage both but should be aware of the potential for overlapping services and differing standards of care. The firm also features an uncommon client and fee profile for its category: a large majority of reported AUM is managed non‑discretionarily, it acts in a selection/monitoring role for other advisers, and it offers planning on an hourly basis rather than solely on an asset‑based model.