Mcdonald & Hagen Wealth Management

Mcdonald & Hagen Wealth Management (CRD# 282899) is a financial advisory firm headquartered in Montgomery, AL. They manage $110,000,000 in 436 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    436
    ACCOUNTS
  • Average Account Value
    $252,294
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL

Financial Advisors at Mcdonald & Hagen Wealth Management
Showing 1 - 7 of 7 top financial advisors.
1
Jason J. Bryant
CRD#: 5608607
350 Leavell Circle, Montgomery, AL 36117
93
Wealthminder
score

Jason Bryant (CRD# 5608607) is an Investment Advisor Representative working at Mcdonald & Hagen Wealth Management in Montgomery, AL and has over 7 years of experience in the finance industry.

2
Donald G. Chastain
CRD#: 4558422
1820 East University Drive, Auburn, AL 36830
93
Wealthminder
score

Donald Chastain (CRD# 4558422) is an Investment Advisor Representative working at Mcdonald & Hagen Wealth Management in Auburn, AL and has over 14 years of experience in the finance industry.

3
Steve A. Clark
CRD#: 2779872
2462 Montgomery Highway, Dothan, AL 36303
93
Wealthminder
score

Steve Clark (CRD# 2779872) is an Investment Advisor Representative working at Mcdonald & Hagen Wealth Management in Dothan, AL and has over 20 years of experience in the finance industry.

4
Lisa M. Free
CRD#: 5724349
350 Leavell Circle, Montgomery, AL 36117
93
Wealthminder
score

Lisa Free (CRD# 5724349) is an Investment Advisor Representative working at Mcdonald & Hagen Wealth Management in Montgomery, AL and has over 7 years of experience in the finance industry.

5
Mary K. Grant
CRD#: 2369000
350 Leavell Circle, Montgomery, AL 36117
93
Wealthminder
score

Mary Grant (CRD# 2369000) is an Investment Advisor Representative working at Mcdonald & Hagen Wealth Management in Montgomery, AL and has over 17 years of experience in the finance industry.

6
Jeffrey A. Nance
CRD#: 2827830
1820 East University Drive, Auburn, AL 36830
93
Wealthminder
score

Jeffrey Nance (CRD# 2827830) is an Investment Advisor Representative working at Mcdonald & Hagen Wealth Management in Auburn, AL and has over 19 years of experience in the finance industry.

7
James H. Perry
CRD#: 4612862
350 Leavell Circle, Montgomery, AL 36117
73
Wealthminder
score

James Perry (CRD# 4612862) is an Investment Advisor Representative working at Mcdonald & Hagen Wealth Management in Montgomery, AL and has over 13 years of experience in the finance industry.

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