Conor Mckenzie
Conor Mckenzie is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ligonier, PA, with 10 years of industry experience. Conor is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
110 S Fairfield St, Ligonier, PA, 15658
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2025Other Business Activities
Conor is the owner of Honor Wealth Planning LLC, his personal LLC affiliated with Raymond James, dedicating about a quarter to half of his time. He is also a 50% owner of McKenzie Boys Club LLC, which will own a commercial building rented to Honor Wealth Planning LLC, requiring minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations16 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.
Exams
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