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BM
CFP
BM
CFP

B Mackie

Allworth Financial, L.P.
22 Years of Experience
Kennesaw, GA
View SEC Summary
View SEC Summary

B Mackie is a CFP-designated registered investment advisor at Allworth Financial, L.P., based in Kennesaw, GA, with 22 years of industry experience. B operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 29,297 clients with $34B in assets under management.

Allworth Financial, L.P.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
319 advisors
Number of Clients
29,297 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$33.6B

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum fee is 2.00% per year, subject to a $2,500 annual minimum fee. Fees are negotiable and can vary based on specific client circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2950 Cherokee St Nw, Suite 700, Kennesaw, GA, 30144

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Allworth Financial, L.P.
April 2025 - Present · 1 yr 6 mos
Previous Registrations
Mariner Wealth
August 2023 - March 2025 · 1 yr 7 mos
The Mather Group, LLC
August 2021 - August 2023 · 2 yrs
Felton & Peel Wealth Management, INC.
August 2018 - August 2021 · 3 yrs
Henssler Financial
September 2015 - August 2018 · 2 yrs 11 mos
Henssler Financial
September 2015 - August 2018 · 2 yrs 11 mos
Alps Distributors, INC.Broker
August 2015 - March 2018 · 2 yrs 7 mos
Suntrust Investment Services, INC.
May 2014 - July 2015 · 1 yr 2 mos
Suntrust Investment Services, INC.Broker
June 2008 - July 2015 · 7 yrs 1 mo
Suntrust Investment Services, INC.Broker
January 2006 - July 2007 · 1 yr 6 mos
Triad Advisors, INC.Broker
April 2001 - January 2004 · 2 yrs 9 mos
E*trade Securities, INC.Broker
January 2001 - February 2001 · 1 mo
Banc of America Securities LLCBroker
January 2000 - June 2000 · 5 mos
State Registrations1 state
GA
Advisor

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.

Exams
No exam information available for this advisor.
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