McGeoghan Wealth Management and Financial Planning
McGeoghan Wealth Management and Financial Planning (MWM) is the areas exclusive flat fee only firm. We are advice driven, and investments optional, with no percentage of AUM charge. Our fee structure appeals to those looking to avoid all conflicts of interest, which are inherent in all other models, especially commission and AUM based. We charge a one-time plan design fee, and then use a monthly subscription structure for ongoing management, starting at $225/month.
Advisors at this Office