CRD: 169583
Mackay Financial Planning, LLC
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- Custodian
- Altruist · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-16-2013
- Office Locations
- 2
Office Locations
About Mackay Financial Planning, LLC
MacKay Financial Planning, LLC is a fee-only, fiduciary RIA providing financial planning, advice, and investment management for clients across the U.S. The firm emphasizes transparency, plain-English guidance, and “360°” planning that looks beyond investments. Client portfolios are implemented largely with publicly traded funds (mutual funds/ETFs) and custody options include Altruist and Vanguard.
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Owner & Executives
JAMES LEWIS MACKAY III
Chief Compliance Officer, Financial Planner, Founder, Managing Member
- CRD
- #4425867
- Ownership
- 75% or more
Darci MacKay
Financial Planner, Founder
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Nathan Gertson
Chief Operating Officer
- CRD
- #7966752
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $164,466,173 | $483,724 |
| Non-Discretionary | $11,576,382 | $263,100 |
| Total | $176,042,555 | $458,444 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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