Brent Mccay is a registered investment advisor at Mccay Wealth Advisory LLC, based in Manchester, TN, with 19 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 876 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.40% |
| $1.0M - $3.0M | 1.20% |
| $3M+ | 1.00% |
Fees are negotiable and may be lower than the standard fee shown. Consulting services are included in these fees with the exception of unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Location
624 N Woodland Street, Manchester, TN, 37355
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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 Activities
Brent owns and manages multiple rental properties, dedicating minimal time to each. He is also a notary public, spending minimal time notarizing documents.
Employment History
Current Registrations
Mccay Wealth Advisory LLC
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations4 states
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.