A complete list of active advisors currently associated with MacLean Capital Advisors, LLC

Warmer can help you find a great advisor at MacLean Capital Advisors, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at MacLean Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.