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 8 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 15 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 21 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 8 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 18 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 20 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 15 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.