McCay Wealth Advisory LLC

Wealth Management Firm in Manchester, TN

Firm Info
Address: 624 N Woodland St, Manchester, TN 37355, USA
Phone: (931) 728-2130

Firm Size
Assets Under Management: $195.6 million
# of Advisors: 2
# of Clients: 1,500
Client to Advisor Ratio: 750:1
Average Account Size: $130,369
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Mccay Wealth Advisory LLC Overview

MCCAY WEALTH ADVISORY LLC is a Fee Only Registered Investment Advisory Firm that has been serving the Manchester, TN area and beyond since 2018. Unlike some firms that may receive a commission for recommending certain investments, MCCAY WEALTH ADVISORY LLC operates on a fee-only basis, meaning that there are no hidden fees or conflicts of interest with recommendations. The firm specializes in providing investment advice to individuals and small businesses. Clients can expect a range of services from MCCAY WEALTH ADVISORY LLC including financial planning and portfolio management. Their financial planning services may include retirement planning, estate planning, tax planning, and more. For portfolio management, the team at MCCAY WEALTH ADVISORY LLC will work with clients to create a customized investment portfolio based on their unique financial goals and risk tolerance. While some advisory firms may use cookie-cutter investment strategies, MCCAY WEALTH ADVISORY LLC takes a personalized approach for each client to help them achieve their investment objectives.

MCCAY WEALTH ADVISORY LLC is a boutique wealth advisory firm that caters to a diverse range of clients, including individuals, high net worth individuals, charitable organizations, and other types of corporations not listed. These clients come from diverse backgrounds and have varying goals, which the firm strives to cater to with its specialized advisory and investment services. When it comes to fee structures, MCCAY WEALTH ADVISORY LLC offers a few different options based on the type of service provided. For those clients who opt for comprehensive wealth management services, the firm charges a percentage of assets under management (AUM). This structure incentivizes the firm to help its clients grow their investments, which is a win-win situation for both parties. Alternatively, the firm also offers an hourly fee structure for clients who need more specific advice or services tailored to their unique circumstances. This structure is ideal for those who don't require comprehensive wealth management but need targeted assistance in specific areas. Finally, MCCAY WEALTH ADVISORY LLC also offers fixed fees for specific projects, such as financial plans or investment analyses. This ensures that clients know exactly what they'll be paying upfront and helps them budget accordingly. Overall, MCCAY WEALTH ADVISORY LLC aims to provide its clients with transparent and flexible fee structures that suit their needs and circumstances.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for MCCAY WEALTH ADVISORY LLC states that there is no minimum account size required to open and maintain an advisory account with the firm. Therefore, there is no investment minimum for this firm.

How This Office Can Help Manchester, TN Residents

Edward Jones - Financial Advisor: Jon Brownfield Sr assists clients in Rock Hill, SC in various financial situations. He understands that the people of Rock Hill, SC are facing unique financial challenges, such as planning for emergency funds, saving for college tuition, investing for retirement, and preparing for tax obligations. Jon Brownfield Sr works with his clients to develop personalized financial strategies that help them achieve their long-term financial goals. Jon Brownfield Sr uses a holistic approach to financial planning, taking into account his clients' financial goals, risk tolerance, and investment preferences. He offers services such as retirement planning, estate planning, education planning, insurance, and small business retirement plans. He goes beyond just managing his clients' finances; he helps them understand complex financial concepts and provides them with the tools and resources necessary to make informed financial decisions. Edward Jones - Financial Advisor: Jon Brownfield Sr is dedicated to helping his clients achieve their financial aspirations, providing quality service, and building long-lasting relationships.

To view the Minimum Investment and Fee Schedule for Mccay Wealth Advisory LLC, visit their Part 2 Brochure.

Services Offered by Mccay Wealth Advisory LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Mccay Wealth Advisory LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 624 N Woodland St, Manchester, TN 37355, USA
Phone (931) 728-2130
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Mccay Wealth Advisory LLC is registered to service clients in the following states:

  • Louisiana
  • Missouri
  • Tennessee
  • Texas

Disciplinary History

Mccay Wealth Advisory LLC does not have any disclosures. Please visit it's Form ADV for more details.