# MCLEAN FINANCIAL PLANNING AND INVESTMENT MANAGEMENT

MCLEAN FINANCIAL PLANNING AND INVESTMENT MANAGEMENT of MENTOR, OH is an SEC-registered investment adviser.

## Registration

- CRD: 170717
- Type: SEC-registered investment adviser
- Location: 9356 IVAN COURT, MENTOR, OH, 44060
- Phone: 440-339-3550
- Latest filing: 2026-02-02
- Regulatory AUM: $16.4M
- Discretionary AUM: $16.4M
- Clients: 1
- Accounts: 85

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170717/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170717/similar
- Related entities: https://search.stillhousedata.com/firm/170717/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170717

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.