Mckinney Financial Planning & Management

Fixed/Hourly

McKinney Financial Planning & Management focuses on financial planning, helping clients identify their goals, risk tolerance, and resources to create personalized recommendations. They guide clients through implementing these recommendations but encourage clients to do it themselves if comfortable. McKinney Financial Planning & Management was established in 1994 by David McKinney, who is still the sole participant in the company.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

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.

Hourly Rate:$50 - $250/hr
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Location

1 Advisors at this firm