Overview
Assets Under Management: $116 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 36
Average Client Assets: $2.3 million
Frequently Asked Questions
MCCORMACK FINANCIAL PLANNING INC. 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 #136857), MCCORMACK FINANCIAL PLANNING INC. is subject to fiduciary duty under federal law.
MCCORMACK FINANCIAL PLANNING INC. is headquartered in ATLANTA, GA.
MCCORMACK FINANCIAL PLANNING INC. serves 36 high-net-worth clients according to their SEC filing dated February 05, 2026. View client details ↓
According to their SEC Form ADV, MCCORMACK FINANCIAL PLANNING INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
MCCORMACK FINANCIAL PLANNING INC. manages $116 million in client assets according to their SEC filing dated February 05, 2026.
According to their SEC Form ADV, MCCORMACK FINANCIAL PLANNING INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.71%
Average Client Assets: $2.3 million
Total Client Accounts: 549
Discretionary Accounts: 549
Regulatory Filings
CRD Number: 136857
Filing ID: 2046900
Last Filing Date: 2026-02-05 13:54:46