Based in Fountain Valley, California, Thane McCready is a fiduciary financial advisor with 30 years of industry experience. Thane has been with Perennial Financial Services since 2017. Thane holds the CFP® designation.
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$758,234
Advisors at the firm45
States licensed ?1 state
Services through Perennial Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination
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About Thane
How do I contact Thane?
Call Perennial Financial Services at (310) 445-2504 and ask for Thane McCready. Thane works from the Fountain Valley, CA office.
How long has Thane been a financial advisor?
Thane has been in the industry since 1996, about 30 years. Top 16% by experience in California.
What licenses does Thane hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Thane a fiduciary?
Thane is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Thane paid?
Perennial Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Thane for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.