# McLean Financial Planning and Investment Management

> McLean Financial Planning and Investment Management is a state-registered investment advisory firm in Mentor, OH, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 2, 2026.

- CRD: 170717
- Filed as: MCLEAN FINANCIAL PLANNING AND INVESTMENT MANAGEMENT
- Legal name: McLean Financial Planning and Investment Management, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mentor, OH
- Filing period: October 2026
- Form ADV filing dated: February 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/170717
- AdvisorCensus page: https://advisorcensus.com/firm/mclean-financial-planning-and-investment-management-mentor-oh-170717

## Quick answers

**How is McLean Financial Planning and Investment Management compensated?**
On its Form ADV (Item 5.E, October 2026), McLean Financial Planning and Investment Management reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is McLean Financial Planning and Investment Management located?**
McLean Financial Planning and Investment Management's principal office is in Mentor, OH, according to its Form ADV.

**Is McLean Financial Planning and Investment Management registered with the SEC or a state?**
McLean Financial Planning and Investment Management is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 170717.

**How much does McLean Financial Planning and Investment Management manage?**
McLean Financial Planning and Investment Management reports $16,360,000 in regulatory assets under management in its Form ADV filing dated February 2, 2026 (100% discretionary).

**What types of clients does McLean Financial Planning and Investment Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (40); high net worth individuals (11); corporations or other businesses not listed above (1).

**Does McLean Financial Planning and Investment Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/170717

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $16,360,000
- Discretionary: $16,360,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 40 | $6,930,347 |
| High net worth individuals | 11 | $9,150,303 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $279,350 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [mcleaninvestmentplanning.com](https://mcleaninvestmentplanning.com)
- Facebook @MCLEANFINANCIALPLANNING
- LinkedIn @mclean-financial-planning-investment-management-inc
- LinkedIn @marcmcleanmba
- X @Marc_McLean

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McLean Financial Planning and Investment Management (CRD 170717): Form ADV filing data as of October 2026.