Mcgehee Wealth Advisory Group, Inc.

Mcgehee Wealth Advisory Group, Inc. (CRD# 153804) is a financial advisory firm headquartered in Fort Mill, SC. They manage $65,430,654 in 138 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
8461 Possum Hollow Rd, Suite E112, Fort Mill, SC 28277
https://www.facebook.com/pages/mcgehee-wealth-advisory-group/324272791063329
By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    138
    ACCOUNTS
  • Average Account Value
    $474,135
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
The map below shows states where this firm has explicit registration only.

CO, NC, NM, SC, TX, VA

Financial Advisors at Mcgehee Wealth Advisory Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Grant Davis, financial advisor Denver CO
Grant C. Davis
CRD#: 4374623
100 Fillmore Street, Suite 558, Denver, CO 80206

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.

2
James McGehee, financial advisor Fort Mill SC
James B. McGehee
CRD#: 2465696
8461 Possum Hollow Rd, Suite E112, Fort Mill, SC 28277

James McGehee (CRD# 2465696) is an Investment Advisor Representative working at Mcgehee Wealth Advisory Group, Inc. in Fort Mill, SC and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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