Mcgehee Wealth Advisory Group, Inc.

Mcgehee Wealth Advisory Group, Inc. (CRD# 153804) is a financial advisory firm headquartered in Charlotte, NC. They manage $47,400,000 in 150 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $316,000
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
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.

CO, NC, TX, VA

Financial Advisors at Mcgehee Wealth Advisory Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
James B. McGehee
CRD#: 2465696
8430 Rea Road, Suite A, Charlotte, NC 28277
96
Wealthminder
score

James McGehee (CRD# 2465696) is an Investment Advisor Representative working at Mcgehee Wealth Advisory Group, Inc. in Charlotte, NC and has over 22 years of experience in the finance industry. James McGehee 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
Grant C. Davis
CRD#: 4374623
100 Fillmore Street, Suite 558, Denver, CO 80206
87
Wealthminder
score

Grant Davis (CRD# 4374623) is an Investment Advisor Representative working at Mcgehee Wealth Advisory Group, Inc. in Denver, CO and has 1 year of experience in the finance industry.

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