Mckee Investment Planning, Inc.
Mckee Investment Planning, Inc. (CRD# 126676) is a financial advisory firm headquartered in Clermont, FL. They manage $38,216,114 in 380 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management38MILLION
Total Number of Accounts380ACCOUNTS
Average Account Value$100,569
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Arthur McKee (CRD# 4551443) is an Investment Advisor Representative working at Mckee Investment Planning, Inc. in Clermont, FL and has over 15 years of experience in the finance industry. Arthur McKee 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.