McCurdy Financial Solutions
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$26,882,841
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
74
26% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
74
Very HighAverage account size
$363,282
About
McCurdy Financial Solutions provides investment management and financial planning services to individuals, high-net-worth clients, and organizational clients, including nonprofit and charitable entities. The fee-only registered adviser reports approximately $26.9 million in discretionary assets under management and offers both ongoing and project-based planning engagements.
The firm implements tailored, discretionary portfolio management based on client objectives, risk tolerance, and target asset allocation, using fundamental and technical analysis alongside modern portfolio theory and a blend of active and passive funds. Financial planning work produces written plans and ongoing monitoring, and the firm can incorporate socially conscious investment approaches at a client’s request.
Noteworthy relative to many independent peers, the firm explicitly serves charitable organizations and places emphasis on financial education—conducting seminars or workshops and producing educational materials in addition to client services. The firm’s principal holds multiple advanced credentials (CFP®, CFA®, ChFC®, EA, CLU®) and discloses limited outside activities such as tax-preparation work and authorship of educational content.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
College savings (529s, UTMA, etc.)
Business sale tax planning
Cash flow / budgeting
Charitable giving & philanthropy
Social Security optimization
Occupation focus
Founder/Business Owner
Retired
Fee options
Project-Based Financial Planning fixed fees generally range from $1,500 to $5,000; initial financial plan fee up to $1,000, may be waived.
$0 - $249,999: 1.50% $250,000 - $499,999: 1.25% $500,000 - $749,999: 1.15% $750,000 - $999,999: 1.00% $1,000,000+: 0.75%
Project-Based Financial Planning hourly fee of $250 per hour, negotiable.
Ongoing Financial Planning recurring fixed fee paid monthly in advance, ranging from $100 to $500, negotiable.
Account minimum: $100,000 Fee-only: Ongoing Financial Planning fees ranging from $100 to $500 per month, negotiable; Project-Based Financial Planning fixed fees from $1,500 to $5,000 or hourly fee of $250 per hour, negotiable.
Main office location
McCurdy Financial Solutions
Rocklin CA, United States
Number of offices
2
Most active in
McCurdy Financial Solutions has reported serving >5 clients in these states in the last 12 months.
California · Nevada · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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