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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
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.


Financial Advisors at Mckee Investment Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
Arthur McKee
CRD#: 4551443
Clermont, FL

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.

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