# McPherson Financial Advisors, Inc.

> McPherson Financial Advisors, Inc. is a state-registered investment advisory firm, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 6, 2026.

- CRD: 150997
- Filed as: MCPHERSON FINANCIAL ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New York
- Filing period: October 2026
- Form ADV filing dated: September 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/150997
- AdvisorCensus page: https://advisorcensus.com/firm/mcpherson-financial-advisors-inc-150997

## Quick answers

**How is McPherson Financial Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), McPherson Financial Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is McPherson Financial Advisors, Inc. registered with the SEC or a state?**
McPherson Financial Advisors, Inc. is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 150997.

**How much does McPherson Financial Advisors, Inc. manage?**
McPherson Financial Advisors, Inc. reports $28,104,156 in regulatory assets under management in its Form ADV filing dated September 6, 2026 (100% discretionary).

**What types of clients does McPherson Financial Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (8); individuals (other than high net worth individuals) (5).

**Does McPherson Financial Advisors, Inc. 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/150997

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $28,104,156
- Discretionary: $28,104,156
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $2,908,591 |
| High net worth individuals | 8 | $25,195,565 |

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

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mcphersonadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McPherson Financial Advisors, Inc. (CRD 150997): Form ADV filing data as of October 2026.