David Mckinney
David Mckinney is a CFP-designated registered investment advisor at Mckinney Financial Planning & Management, based in Vienna, VA, with 32 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
McKinney Financial Planning & Management charges hourly rates from $50 for administrative work to $250 for advanced planning, such as estate planning coordination with accountants and attorneys. The most common rate is $150 per hour. Flat fees are also available. All fees are negotiable.
Location
407 Church St NE Ste A, Vienna, VA, 22180
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is a sole proprietor of McKinney Financial Planning & Management, providing financial planning services. He is also an independent insurance agent selling fixed insurance products, and acts as POA/Executor for an immediate family member.
Employment History
Current Registrations
Mckinney Financial Planning & Management
Previous Registrations
Signator Investors, INC.Broker
Transamerica Financial Advisors, INCBroker
Royal Alliance Associates, INC.Broker
Keogler, Morgan & Company, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.