A complete list of active advisors currently associated with McCullough Wealth Management LLC
Warmer can help you find a great advisor at McCullough Wealth Management LLC or one who fits your needs even better.
The firm provides discretionary asset management and financial planning and consulting to individuals, high net worth clients, corporations, and other business entities, offering investment access to stocks, bonds, mutual funds, ETFs, REITs and variable annuities. It manages client accounts separately and delivers ongoing supervision and periodic reviews as part of its asset management and optional ongoing planning services. The firm’s investment process combines fundamental and technical analysis with modern portfolio theory and implements long‑term, income, and tax‑efficient strategies tailored to each client’s objectives and risk profile. Accounts are generally managed on a discretionary basis with at least quarterly reviews and clients may impose reasonable investment restrictions or receive one‑time project plans instead of ongoing reviews. Notably, certain associated persons are licensed insurance agents and may recommend and sell insurance products for commission, a conflict the firm discloses and permits clients to avoid by engaging other agents; the firm may also waive planning fees when clients engage its asset management services. The firm is a very small, recently formed solo practice managing roughly $10.6 million for a small client base and uses the Altruist custodial platform, including its Model Marketplace and tax management tools, with related model/tool fees that can be passed through to client accounts.
To learn more about the advisors currently working at McCullough Wealth Management 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.
Name |
Location |
Years of experience |
|---|---|---|
Van Alstyne, TX
| 2
|
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