MCCAY WEALTH ADVISORY LLC logo

MCCAY WEALTH ADVISORY LLC

Updated today

Client AUM

$427,950,398

Clients

859

Advisors

5

of 10 employees

About

McCay Wealth Advisory, LLC serves primarily individual clients, including high-net-worth households, through a small team of advisors and provides investment advisory and financial planning services. Its offerings include portfolio management (both discretionary and non-discretionary), investment strategy recommendations, and consulting on areas such as risk assessment and estate planning.

The firm tailors advice to clients’ stated objectives, time horizons, and risk tolerances and uses a mix of methods — including asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term purchase strategies — to construct and manage portfolios. Clients may impose written restrictions on investments or direct the use of particular broker‑dealers, and the firm recommends ongoing coordination with tax professionals given potential tax implications of its strategies.

Distinctive disclosures in the brochure include a discussion of artificial intelligence and machine learning risks associated with certain service providers and a practice of assigning all client accounts to a single reviewer (the firm’s Chief Compliance Officer) for at least quarterly reviews; the brochure also describes that clients typically receive a one‑time financial plan unless they request additional planning. The firm notes it offers educational seminars or workshops and that some representatives are licensed insurance agents who may offer commissionable products, items prospective clients may consider when comparing firms.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

General estate planning guidance Annuities

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Fee options

Fixed

$250 to $2,000 per project, negotiated per client

Percentage

Under $1,000,000 - $1,000,000: 1.40% $1,000,001 - $3,000,000: 1.20% $3,000,001+: 1.00%

Project-based

$250 - $500 per hour depending on negotiation

Main office

624 N Woodland Street

Manchester TN 37355

Advisors at this office

5

Most active in

Louisiana · Missouri · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Genesis B

Series 65

Manchester, TN

MCCAY WEALTH ADVISORY LLC

Genesis Botello is a financial advisor with MCCAY WEALTH ADVISORY LLC, holding a Series 65 designation and two years of industry experience. Prior to joining the firm, Botello has held various positions including roles in education and retail. MCCAY WEALTH ADVISORY LLC serves primarily individual clients, including high-net-worth households, providing investment advisory and financial planning services through a small team. The firm employs a range of strategies such as asset allocation, dollar-cost averaging, and both long- and short-term purchase approaches, tailoring advice to clients’ objectives, time horizons, and risk tolerances.

General estate planning guidance Annuities
user avatar

Hayden P

Series 65

Manchester, TN

MCCAY WEALTH ADVISORY LLC

Hayden Proffitt is a financial advisor at MCCAY WEALTH ADVISORY LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at Hospital Corporation of America and LBMC. Prior to his financial advisory career, he was associated with Freed Hartman University and Willowbrook Golf Club. MCCAY WEALTH ADVISORY LLC serves primarily individual and high-net-worth clients through a team of five advisors, providing investment advisory and financial planning services. The firm employs various portfolio management strategies tailored to clients’ objectives, time horizons, and risk tolerances, and offers ongoing coordination with tax professionals and educational seminars.

General estate planning guidance Annuities
user avatar

Brent M

Series 66

Manchester, TN

MCCAY WEALTH ADVISORY LLC

Brent Mccay is a financial advisor at MCCAY Wealth Advisory LLC with 19 years of industry experience. He holds a Series 66 designation and has worked with MCCAY Wealth Advisory since 2017, following six years at Wells Fargo Advisors. Outside of advising, he is a notary public in Manchester, TN. MCCAY Wealth Advisory, LLC serves primarily individual and high-net-worth clients through a team of five advisors, offering investment advisory and financial planning services. The firm employs a range of portfolio management techniques tailored to clients’ objectives and risk tolerances, including asset allocation and technical analysis, and emphasizes coordination with tax professionals.

General estate planning guidance Annuities
user avatar

Bradley C

Series 65

Manchester, TN

MCCAY WEALTH ADVISORY LLC

Bradley Covert is a financial advisor at McCay Wealth Advisory LLC with a Series 65 designation and one year of industry experience. Prior to joining McCay Wealth Advisory, he worked at Bankpak and was involved with Viola Pizza Company for seven years. McCay Wealth Advisory serves primarily individual clients, including high-net-worth households, offering investment advisory and financial planning services through a team of five advisors. The firm uses a variety of strategies tailored to clients’ objectives and risk tolerances, providing portfolio management, investment recommendations, and consulting on risk assessment and estate planning.

General estate planning guidance Annuities
user avatar

Emily M

Series 65

Manchester, TN

MCCAY WEALTH ADVISORY LLC

Emily Mccay is a financial advisor at MCCAY Wealth Advisory LLC in Manchester, TN, with eight years of industry experience. She holds a Series 65 designation and has worked at McCay Wealth Advisory since 2013, including at its current iteration since 2020. MCCAY Wealth Advisory LLC serves primarily individual clients, including high-net-worth households, through a small team of advisors. The firm provides investment advisory and financial planning services, tailoring strategies based on clients’ objectives, time horizons, and risk tolerances using various methods such as asset allocation and technical analysis.

General estate planning guidance Annuities
View complete list of advisors at this firm
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