McCulley Financial Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$101,613,757
This total excludes 28 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
141
16% high-net-worth
Advisors
1
of 4 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
141
Very HighAverage account size
$720,665
About
McCulley Financial Group, LLC serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses with personalized financial planning and investment management. The firm offers both asset management (discretionary and non‑discretionary), comprehensive financial planning, and corporate retirement plan consulting including 401(k), profit‑sharing and defined benefit plan services.
The firm integrates investment advice with written financial plans and documents client goals and risk tolerance in investment policy statements; its methods of analysis include fundamental, technical and cyclical approaches and accounts are reviewed on at least a quarterly basis. MFG provides ongoing portfolio monitoring, implements recommended asset allocations, and delivers plan‑level services such as investment policy development, fund selection and participant education while clients retain custodial control of assets.
McCulley Financial Group is a single‑advisor, sole‑owner firm managing roughly $189 million in client assets, a structure that is less common among supported firms of this size. The managing member is also a licensed insurance agent and operates affiliated insurance and non‑investment businesses (including an insurance services entity and other ventures); the brochure discloses the potential conflicts from insurance commissions and the firm’s policies for managing those conflicts and client choice.
Client services
Financial planning
Portfolio management
Pension consulting
Occupation focus
Founder/Business Owner
Fee options
$0 - $500,000: 1.00% annually $500,000 - $1,000,000: 0.90% annually $1,000,000 - $2,000,000: 0.80% annually $2,000,000 - $5,000,000: 0.70% annually $5,000,000 - $10,000,000: 0.60% annually $10,000,000 - $25,000,000: 0.50% annually $25,000,000 - $50,000,000: 0.40% annually $50,000,000+: 0.30% annually (negotiable)
Commissions from insurance product sales are received by the managing member (not the firm itself).
$250 per hour for additional services or financial planning if not on service level.
Financial Planning Monthly Service Levels: Bronze - $250/mo ($500K+ assets), Silver - $500/mo ($1M+ assets), Gold - $1000/mo ($2M+ assets); Corporate Retirement Plans Financial Planning Service Levels: Bronze - $500/mo ($1M+ assets), Silver - $1000/mo ($3M+ assets), Gold - $3000/mo ($10M+ assets).
Fee-only: Hourly charges at $250/hour for additional services; fixed monthly fees for Financial Planning service levels ($250/mo, $500/mo, $1000/mo) based on assets; hourly charges of $250/hour also apply for additional financial planning services.
Main office location
McCulley Financial Group, LLC
2 Westbrook Corporate Center, Suite 220
Westchester IL 60154, United States
Number of offices
2
Most active in
McCulley Financial Group, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Illinois · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
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Website
312-219-9000
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