McAvoy Kemp Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
McAvoy Kemp Wealth Management provides tailored financial planning and discretionary portfolio management to individuals (including high-net-worth clients), pension and profit-sharing plans, and trusts. Services include goal-setting, cash flow and net worth analysis, estate and tax-related planning, and asset-allocation recommendations delivered on an account-by-account basis.
The firm’s investment process centers on setting target asset allocations, periodic rebalancing, and reviews that consider liquidity, risk tolerance and changing client objectives; reviews are provided quarterly or in response to material events. MKWM typically manages accounts on a discretionary basis while allowing clients to impose written investment restrictions, though the firm may decline or terminate relationships if restrictions impede proper servicing.
Notably, MKWM’s advisory representatives are also registered representatives of a broker‑dealer and some are licensed insurance agents affiliated with an affiliated insurance agency, and the brochure discloses that advisers may receive commissions for securities and insurance product sales—an arrangement the firm identifies as a potential conflict of interest. The firm also discloses participation in a stock-appreciation rights program tied to the broker‑dealer, a policy of not aggregating block trades, and that it does not vote client proxies, practices that differentiate it from many peers.
Client services
Expertise
Fee options
One-time set-up fee not to exceed $200 per account; fixed fees possible for specific projects or limited advice
$0 - $200,000: 1.50% $0 - $200,000: 1.40% $200,000 - $300,000: 1.20% $300,000 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000+: 0.50%
Registered representatives accept commissions for sale of securities or investment products; advisory fees are not reduced to offset commissions
Fees may be based on hourly rates for limited or project-by-project advice
Account minimum: $250,000 Fee-only: Hourly rates, retainers up to six months in advance, or project-based fees for limited or specific advice
Main office
See office2121 25th Street, Suite A
Columbus IN 47201-3214
Advisors at this office
2
Offices (2)
Most active in
Indiana · Ohio
Also doing business as
Mcavoy Kemp Wealth Management, LLC · Spurling Kemp Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Jimmy K
Series 63, Series 65
Columbus, IN
McAvoy Kemp Wealth Management, LLC
Jimmy Kemp is a financial advisor with McAvoy Kemp Wealth Management, LLC in Columbus, Indiana, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with McAvoy Kemp Wealth Management since 2007 and has been associated with Cambridge Investment Research, Inc. since 2001. Outside of advising, he is involved in local politics as a board member of the Brown County County Council and holds various roles within the Brown County Republican Party. McAvoy Kemp Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, pension and profit-sharing plans, and trusts. The firm emphasizes individualized financial planning and asset allocation, managing accounts primarily on a discretionary basis with portfolios that commonly include mutual funds and ETFs.
Cheryl M
Series 66
Columbus, IN
McAvoy Kemp Wealth Management, LLC
Cheryl McAvoy is a financial advisor at McAvoy Kemp Wealth Management, LLC with 21 years of industry experience. She holds a Series 66 designation and has been with McAvoy Kemp Wealth Management since 2007. Outside of her advisory role, McAvoy serves as a board member for Columbus City Utilities and is the managing partner of Simon Media LLC. McAvoy Kemp Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, as well as pension and profit-sharing plans and trusts. The firm manages approximately $63.8 million for around 110 clients, offering individualized financial planning and discretionary portfolio management with a focus on mutual funds and ETFs.
Brian W
Series 63, Series 66
Bloomington, IN
McAvoy Kemp Wealth Management, LLC
Brian Werth is a financial advisor at McAvoy Kemp Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with McAvoy Kemp Wealth Management and Cambridge Investment Research, Inc. since 2010. Outside of his advisory role, Werth is involved in continuing education and licensing instruction through A.D. Baker & Co., LLC and works as an independent insurance agent for various companies. McAvoy Kemp Wealth Management provides financial planning and portfolio management services to individual and high-net-worth clients, pension and profit-sharing plans, and trusts. The firm delivers advice through individualized financial planning and asset allocation recommendations, managing accounts primarily on a discretionary basis.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)