JIM MACKAY FINANCIAL PLANNING, LLC
Doing business as MACKAY FINANCIAL PLANNING, LLC. SEC Form ADV profile.
Total regulatory AUM
$176,042,555
Discretionary
$164,466,173
Non-discretionary
$11,576,382
Firm details
- CRD number
- 169583
- SEC file number
- 801-132302
- Main office
- SPRINGFIELD, MO, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of November 2026.