McInerney Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
McInerney Investment Advisors advises individual clients, including high‑net‑worth individuals, primarily through financial planning and consulting engagements. The firm offers negotiable fixed‑fee or hourly financial planning and does not itself manage client investment assets or participate in wrap fee programs.
In lieu of in‑house portfolio management, the firm prepares tailored investment strategies using fundamental, technical and cyclical analysis and documents client objectives in investment policy statements. When portfolio management is needed, McInerney acts as a liaison to a named third‑party money manager, handling paperwork, ongoing client communication and delivery of disclosures while the third party maintains trading authority and custody.
What is distinctive is that the firm does not directly charge percentage‑of‑assets fees or hold client assets; instead it relies on referral and fee‑sharing arrangements with a third‑party manager and participates in that manager’s incentive programs. The firm’s principal also maintains an affiliated insurance practice that occupies a majority of their time, a disclosed potential conflict that helps explain the advisory model focused on planning and third‑party managed solutions.
Client services
Expertise
Fee options
Range from 1.00% to 2.15% annually depending on portfolio type as described below
$250 per hour for financial planning services.
Fee-only: Negotiable fixed fee up to $10,000 based on complexity and client needs for financial planning services; $250 per hour for financial planning hourly fees.
Main office
200 E. Robinson Street, Suite 780
Orlando FL 32801
Advisors at this office
4
Most active in
Florida
Also doing business as
Mcinerney Investment Advisors · Mcinerney Investment Advisory Services Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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
Brayden V
Series 65
Orlando, FL
McInerney Investment Advisors
Brayden Vawter is a financial advisor at McInerney Investment Advisors with one year of industry experience. He holds a Series 65 credential and has worked as an independent insurance agent alongside his advisory role. Outside of finance, he serves as an umpire for Perfect Game. McInerney Investment Advisors provides personalized financial planning and non-discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm tailors investment programs to clients’ goals and risk tolerance, typically using a single third-party manager and delivering ongoing written financial plans and reviews.
John M
Series 65
Orlando, FL
McInerney Investment Advisors
John McInerney is a financial advisor at McInerney Investment Advisors in Orlando, FL, holding a Series 65 designation with 17 years of industry experience. He has led multiple related firms since 1993 and spends approximately half of his time as president and insurance agent at John J. McInerney, Inc., an affiliated insurance sales and services business. McInerney Investment Advisors provides personalized financial planning and non-discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes tailored investment programs based on clients’ goals, time horizons, and risk tolerance, and coordinates with third-party money managers, primarily Gradient Investments, LLC.
Justin K
Series 65
Orlando, FL
McInerney Investment Advisors
Justin King is a financial advisor at McInerney Investment Advisors in Orlando, FL, holding a Series 65 designation with one year of industry experience. Prior to joining McInerney Investment Advisors, he worked for nearly two decades at Gap, Inc. McInerney Investment Advisors offers personalized financial planning and non-discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes tailored investment programs using fundamental, technical, and cyclical analysis, typically seeking client approval before executing trades.
Patricia M
Series 65
Orlando, FL
McInerney Investment Advisors
Patricia Mostafa is a financial advisor at McInerney Investment Advisors in Orlando, FL, holding a Series 65 credential with four years of industry experience. She is also president of Mostafa Advisors, Inc., an insurance sales business, where she dedicates approximately half of her time. Prior to her current role, she has held positions at several firms including Wilson Title Services and TTEC. McInerney Investment Advisors offers personalized financial planning and non-discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm tailors investment programs based on clients’ goals, time horizons, and risk tolerances, and works closely with a single third-party manager, Gradient Investments, LLC.
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