Mc2 Financial Advisers, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$65,624,498
Clients
68
Advisors
2
across 2 offices
About
MC2 Financial Advisers, Inc. provides fee-only investment management and related financial planning to individuals, trusts, corporations and retirement plans, serving about 68 clients and managing approximately $66.1 million in client assets. The firm reports that roughly 75% of its business is ongoing asset management with financial planning and consulting comprising most of the remainder.
The firm’s investment approach centers on asset allocation and diversification implemented primarily through no‑load mutual funds and ETFs, with recommended allocations across three or more asset classes and semi‑annual performance reviews. Accounts are generally managed on a non‑discretionary basis—MC2 requires client consent for trades and uses a limited agent authorization for operational purposes—and it offers optional connectivity to held‑away accounts through the third‑party Pontera system for consolidated viewing or trading with client consent.
Distinctive features include an affiliation with a separate CPA practice whose owner is the firm’s principal; the two businesses share office space and certain administrative arrangements, and the principal continues to practice as a CPA. Combined with the firm’s small adviser size (two advisors), explicit avoidance of commissions, lack of directed brokerage or soft‑dollar arrangements, and its non‑discretionary management emphasis, these operational characteristics differentiate MC2 from many peers.
Client services
Expertise
Fee options
$0 - $500,000: 1.0% $500,001 - $1,000,000: 0.8% $1,000,001+: 0.7%
Fee-only: Fee-only; no commissions charged or accepted.
Main office
See office8 Smedley Lane
Newtown Square PA 19073
Advisors at this office
1
Offices (2)
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Advisors at this firm
Francis M
CFP®, Series 63
Newtown Square, PA
Mc2 Financial Advisers, Inc.
Francis Mccullough is a financial advisor with Mc2 Financial Advisers, Inc., holding CFP® and Series 63 credentials and bringing 28 years of industry experience. He has been president of McCullough & Company P.C., an accounting and consulting firm specializing in business and individual tax preparation, since 1969. Mc2 Financial Advisers, Inc. provides fee-only investment management and financial planning to individuals, trusts, corporations, and retirement plans. The firm emphasizes asset allocation and diversification through no-load mutual funds and ETFs, managing client accounts primarily on a non-discretionary basis.
Robert M
CFP®
Newtown Square, PA
Mc2 Financial Advisers, Inc.
Robert Mccullough is a CFP® professional with 18 years of experience, currently serving as the sole advisor at Mc2 Financial Advisers, Inc. He has been with Mc2 Financial Advisers since 2003 and is also a partner at McCullough & Company, CPA's, where he performs accounting, consulting, and tax preparation services. Outside of his financial advisory work, he volunteers as a coach for Radnor Wayne Little League and serves as Co-President of the Delaware County Attorney/CPA Forum. Mc2 Financial Advisers provides investment asset management and financial planning services to individuals, trusts, corporations, and retirement plans, focusing primarily on no-load mutual funds and ETFs. The firm emphasizes an asset-allocation and diversification approach with non-discretionary management and periodic performance reviews.
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