Wade Pfau has been Principal of McLean Asset Management since March 2020, is not listed as a control person, but directly owns under 5% of the firm. Wade Pfau holds a B.S. in Economics from the University of Iowa, a B.S. in Political Science from the University of Iowa, a B.A. in History from the University of Iowa, an M.A. in Economics from Princeton and a Ph.D. in Economics from Princeton.
McLean Asset Management Corporation is a Tysons, VA firm with $994M under management, 512 clients and 17 advisers across 5 offices, as of its May 2026 filing.
Wade Pfau is Principal and Director of Retirement Research of McLean Asset Management. He joined McLean in 2013 and works with the firm's advisors to see his research implemented in practical solutions for clients. He is also Professor of Retirement Income and Director for the Retirement Income Certified Professional (RICP) designation at The American College in King of Prussia, PA.
Wade Pfau’s longest registration is the current one, 12 years at McLean Asset Management since 2014.
- Retirement Researcher, LLCAlso current– present · 6 yearsCoppell, TX · Adviser representative · Firm CRD 297379
- Retirement Researcher, LLC– · under a yearHaverford, PA · Adviser representative · Firm CRD 297379
- – present · 12 yearsCoppell, TX · Adviser representative · Firm CRD 108067
Professional designations
Listed by McLean Asset Management
- Chartered Financial Analyst® (CFA®)
Investment adviser representative registrations
Wade Pfau is registered as an investment adviser representative in 2 states. The first approvals date from July 2014; the most recent is Texas, in September 2019.
- TexasSince 19 September 2019
- VirginiaSince 1 July 2014
Examinations
No examinations are on Wade Pfau’s record.
- Full name
- Wade Donald Pfau
- CRD
- 6344036
- Firm
- McLean Asset Management · CRD 108067
- Role
- Principal
- Office
- 213 Chestnut Lane, Coppell, TX 75019
- Registration
- Investment adviser registration
- In the industry since
- June 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mcleanam.com
Where does Wade Pfau work?
Wade Pfau has been Principal of McLean Asset Management Corporation since March 2020.
Is Wade Pfau a financial advisor?
Yes. Wade Pfau has a current investment-adviser registration in Texas and Virginia, through McLean Asset Management since July 2014.
How many years of experience does Wade Pfau have?
Wade Pfau has 12 years in the financial industry, since June 2014, across 2 adviser firms.
Where is Wade Pfau based?
Wade Pfau’s registered office is in Coppell, TX.
Is Wade Pfau registered with FINRA?
No. Wade Pfau has no current broker registration.
Is Wade Pfau a CFA charterholder?
McLean Asset Management lists Wade Pfau with the CFA credential (“Chartered Financial Analyst® (CFA®)”) on its website. CFA Institute confirms certification status.
Source: WADE PFAU, PH.D., CFA, RICP® biography, mcleanam.com
How can I verify Wade Pfau’s record?
Search CRD 6344036 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Wade Pfau’s full registration record.
