MacLean Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$214,426,073
Clients
156
Advisors
3
of 3 employees
About
MacLean Capital Advisors manages roughly $222 million for about 150 clients and serves individuals (including high‑net‑worth clients), pension/profit‑sharing plans, and charitable organizations. The firm offers discretionary portfolio management, individualized financial planning, and retirement plan consulting, generally billing on an asset‑based fee schedule common among similar advisers.
The firm constructs an Investment Policy Statement for each client and uses a mix of fundamental, technical, and cyclical analysis to guide portfolio construction and monitoring. Its active toolkit includes long‑ and short‑term trading, options strategies and the use of margin/borrowing in separately managed accounts — a practice that is uncommon among peers.
Noteworthy operational features include the advisers’ dual roles in broker/dealer and insurance capacities, which can result in acceptance of commissions or insurance compensation alongside advisory fees, and a practice of directing clients to the firm’s recommended custodian for account execution and fee debiting. The firm also imposes a typical account minimum of $500,000 (subject to waiver) and provides both one‑time financial plans and ongoing advisory relationships.
Client services
Expertise
Fee options
Flat fees for financial planning up to $5,000; flat fees or hourly fees for retirement plan consulting
Commission from sale of securities and insurance products to clients
Hourly fees for financial planning and retirement plan consulting (specific amounts not stated)
Account minimum: $500,000 (may be waived) Fee-only: Flat fees up to $5,000 for financial planning; hourly or flat fees or up to 0.50% of plan assets for retirement plan consulting
Main office
74900 Us Highway 111, Ste 224
Indian Wells CA 92210
Advisors at this office
3
Most active in
California
Also doing business as
Maclean Capital Advisors, LLC · Maclean Capital Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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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.
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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.
Quick links
Advisors at this firm
Brette M
Series 66
Indian Wells, CA
MacLean Capital Advisors, LLC
Brette Maclean is a financial advisor at MacLean Capital Advisors, LLC with 17 years of industry experience. She holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments and MacLean Capital Advisors since 2011. Brette is also involved in independent insurance sales for various carriers. MacLean Capital Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a range of investment strategies including long-term holdings, short-term trading, options writing, and margin transactions, typically managing accounts on a discretionary basis aligned with documented client risk tolerances.
Jeremy K
Series 65
Indian Wells, CA
MacLean Capital Advisors, LLC
Jeremy Kallmann is a financial advisor at MacLean Capital Advisors, LLC with one year of experience at the firm. He holds a Series 65 designation. Prior to joining MacLean Capital Advisors, he worked in various roles at First Tee Coachella Valley, Eldorado Country Club, College of the Desert, Palm Desert High School, and at the middle school level. MacLean Capital Advisors manages approximately $222 million for about 150 clients, including individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to construct tailored Investment Policy Statements and uses active strategies such as options and margin in separately managed accounts.
Christian M
CFA®, Series 66
Indian Wells, CA
MacLean Capital Advisors, LLC
Christian Maclean is a CFA® charterholder with 25 years of industry experience. He is a principal at MacLean Capital Advisors, LLC, where he has worked since 2011, and also has experience with Purshe Kaplan Sterling Investments. In addition to his advisory role, he is involved in independent insurance sales. MacLean Capital Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a range of investment strategies, including long-term holdings, short-term trading, options writing, and margin transactions, generally managing accounts on a discretionary basis aligned with documented client risk tolerances.
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