McBride Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
McBride Financial Services, Inc. provides personalized investment analysis, consulting, and comprehensive financial planning to individuals, families, retirement plans, trusts, charitable organizations, corporations, and other entities. The firm’s investment adviser representatives are registered with Cambridge Investment Research and are also associated with Cambridge’s affiliated adviser, Cambridge Investment Research Advisors (CIRA), which the firm uses in delivering asset-management–related services.
The firm’s advice is informed by fundamental analysis and analysis of economic, market, industry, firm, and product cycles, and it implements both long- and short-term securities positions while generally avoiding short sales and margin except in special circumstances. McBride’s services are planning-focused and non-discretionary; it does not retain custody of client assets and account reviews are conducted internally by the firm’s president.
McBride differs from many investment-manager peers by charging fixed or hourly planning fees rather than a percentage-of-assets fee and by limiting engagements to finite planning agreements rather than ongoing annual contracts. The firm also integrates insurance needs and policy analysis into its planning work, recommends specific brokerage and custodial firms (Cambridge and Pershing), and coordinates with other advisers or underlying managers for execution and proxy voting.
Client services
Expertise
Fee options
Fixed fees typically ranging from $500 to $5,000 for financial planning services
$150 to $350 per hour for financial planning and analysis services
Fee-only: Fixed fees ranging from $500 to $5,000 for financial planning services; hourly fees ranging from $150 to $350 per hour
Main office
5045 E. Broadway Road
Mesa AZ 85206
Advisors at this office
1
Most active in
Arizona
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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
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