MCLEAN FINANCIAL PLANNING AND INVESTMENT MANAGEMENT

MCLEAN FINANCIAL PLANNING AND INVESTMENT MANAGEMENT of MENTOR, OH is an SEC-registered investment adviser (CRD 170717). Regulatory assets under management: $16.4M.

Registration

• CRD: 170717
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170717 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search