Mcavoy Kemp Wealth Management, LLC

Mcavoy Kemp Wealth Management, LLC (CRD# 122084) is a financial advisory firm headquartered in Columbus, IN. They manage $55,513,354 in 312 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    312
    ACCOUNTS
  • Average Account Value
    $177,927
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN

Financial Advisors at Mcavoy Kemp Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Martin J. Atwell
CRD#: 1844282
Columbus, IN
96
Wealthminder
score

Martin Atwell (CRD# 1844282) is an Investment Advisor Representative working at Mcavoy Kemp Wealth Management, LLC in Columbus, IN and has over 29 years of experience in the finance industry. Martin Atwell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jimmy D. Kemp
CRD#: 2036300
2121 25th Street, Suite A, Columbus, IN 47201
93
Wealthminder
score

Jimmy Kemp (CRD# 2036300) is an Investment Advisor Representative working at Mcavoy Kemp Wealth Management, LLC in Columbus, IN and has over 27 years of experience in the finance industry.

3
Cheryl A. McAvoy
CRD#: 4903937
2121 25th Street, Suite A, Columbus, IN 47201
93
Wealthminder
score

Cheryl McAvoy (CRD# 4903937) is an Investment Advisor Representative working at Mcavoy Kemp Wealth Management, LLC in Columbus, IN and has over 12 years of experience in the finance industry.

4
Brian R. Werth
CRD#: 4878619
820 W 17th Street, Suite 6, Bloomington, IN 47404
93
Wealthminder
score

Brian Werth (CRD# 4878619) is an Investment Advisor Representative working at Mcavoy Kemp Wealth Management, LLC in Bloomington, IN and has over 12 years of experience in the finance industry.

5
Crystal D. Rickard
CRD#: 6462486
2121 25th Street, Suite A, Columbus, IN 47201
87
Wealthminder
score

Crystal Rickard (CRD# 6462486) is an Investment Advisor Representative working at Mcavoy Kemp Wealth Management, LLC in Columbus, IN and has over 2 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.