McKee Investment Planning, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
McKee Investment Planning serves individual clients, including high-net-worth households, and provides investment management, retirement and personal financial planning, and small-business retirement-plan services such as 401(k) administration. The firm manages client accounts on a discretionary, fee-based basis, does not accept commissions, and does not participate in wrap fee programs.
The firm's investment process blends a top-down assessment of global regions—considering political, currency and demographic factors—with bottom-up security selection and the use of region-focused mutual funds and ETFs, and it generally avoids frequent trading. Advice is tailored to individual goals, with periodic account reviews (typically annually) and custody and trade execution provided through a major independent custodian.
McKee is notable for a high client-to-advisor ratio, serving several hundred clients per advisor, which is uncommon for similarly sized supported firms. The firm oversees roughly $98.7 million in discretionary assets and has staff-level expertise in retirement-plan administration (including a QKA credential) and prior federal financial-crimes investigative experience, while maintaining a documented code of ethics and a fee-only compensation model.
Client services
Expertise
Fee options
1.25% per year, billed quarterly in arrears (0.3125% per quarter)
Hourly services quoted and negotiated individually
Fee-only: Hourly services quoted and negotiated individually
Main office
Clermont FL
Advisors at this office
2
Most active in
Florida · Georgia · South Carolina
Also doing business as
Mckee Financial Services, Inc. · Mckee Investment Planning, 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
Arthur M
CFP®, Series 66
Clermont, FL
McKee Investment Planning, Inc.
Arthur Mckee IV is a CFP® professional with 23 years of industry experience, currently with McKee Investment Planning, Inc. He previously worked at Legg Mason Wood Walker, Incorporated. In addition to his advisory work, he occasionally teaches corporate finance and economics as an adjunct instructor. McKee Investment Planning serves individual and high-net-worth clients, providing investment management, retirement and personal financial planning, and small-business retirement-plan services. The firm combines top-down global assessments with bottom-up security selection, using region-focused mutual funds and ETFs, and maintains a fee-only, discretionary management approach.
Cassandra G
Series 65
Clermont, FL
McKee Investment Planning, Inc.
Cassandra Gegenheimer is a financial advisor at McKee Investment Planning, Inc. with one year of industry experience. Prior to joining McKee Investment Planning, she worked at the Federal Bureau of Investigation and Florida Blue. McKee Investment Planning serves individual clients, including high-net-worth households, offering investment management, retirement and personal financial planning, and small-business retirement-plan services. The firm uses a combined top-down and bottom-up investment approach, manages accounts on a discretionary, fee-based basis, and typically conducts annual reviews tailored to individual client goals.
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