Overview
Assets Under Management: $176 million
Headquarters: SPRINGFIELD, MO
High-Net-Worth Clients: 35
Average Client Assets: $3.8 million
Frequently Asked Questions
MACKAY FINANCIAL PLANNING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #169583), MACKAY FINANCIAL PLANNING, LLC is subject to fiduciary duty under federal law.
MACKAY FINANCIAL PLANNING, LLC is headquartered in SPRINGFIELD, MO.
MACKAY FINANCIAL PLANNING, LLC serves 35 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, MACKAY FINANCIAL PLANNING, LLC offers financial planning and portfolio management for individuals. View all service details ↓
MACKAY FINANCIAL PLANNING, LLC manages $176 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, MACKAY FINANCIAL PLANNING, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.28%
Average Client Assets: $3.8 million
Total Client Accounts: 384
Discretionary Accounts: 340
Non-Discretionary Accounts: 44
Regulatory Filings
CRD Number: 169583
Filing ID: 2084778
Last Filing Date: 2026-03-27 15:57:27