McKinley Money, LLC

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Client assets under management

$163,729,560

Clients

162

48% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

High

Average account size

$1,010,676

About

McKinley Money, LLC provides discretionary and non‑discretionary investment advisory services and financial planning to individual and high‑net‑worth clients. The firm manages diversified portfolios using mutual funds, ETFs, individual equities and fixed‑income securities, and it also offers management of annuity sub‑accounts.

Its investment process is based on asset‑allocation models informed by modern portfolio theory and quantitative optimization, with periodic rebalancing and at least quarterly account reviews tailored to each client’s objectives and risk tolerance. McKinley uses client‑authorized discretionary trading and may rely on third‑party software and outside vendors for due diligence, portfolio analysis and implementation support.

The firm is notable for sponsoring and operating its own wrap fee program and delivering asset management exclusively through that program, a structure that is uncommon among peers. The brochure also discloses affiliated media and content activities and a firm policy that its wrap program will not include mutual fund share classes that impose 12b‑1 or revenue‑sharing fees, items the firm identifies and seeks to manage as potential conflicts of interest.

Client services

Financial planning Portfolio management

Expertise

Wealth management Tax-loss harvesting General estate planning guidance

Fee options

Percentage

$0 - $500,000: 1.00% $500,001 - $750,000: 0.80% $750,001 - $1,000,000: 0.70% $1,000,001 - $2,500,000: 0.60% $2,500,001+: 0.40%

Project-based

Up to $500 per hour for financial planning and consulting services

Other

Account minimum: $500,000 (minimum may be waived at firm's discretion) Minimum fee: Minimum annual fee of $2,500

Main office location

McKinley Money, LLC

N3579 1010 Th St

Eau Claire WI 54703, United States

Number of offices

Most active in

Minnesota · Texas · Wisconsin

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

X Website (715) 835-2732

Advisors at this firm

Kevin M

Series 63, Series 65

Eau Claire, WI

McKinley Money, LLC

Kevin McKinley is a financial advisor with McKinley Money, LLC in Eau Claire, WI, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with McKinley Money since 2008. Outside of advising, he owns media companies focused on speaking engagements, writing, and social networking tools related to financial topics. McKinley Money, LLC provides discretionary and non-discretionary investment advisory services and financial planning for individual and high-net-worth clients. The firm employs asset-allocation models based on modern portfolio theory and quantitative analysis, offering diversified portfolios with periodic rebalancing and quarterly account reviews.

Wealth management Tax-loss harvesting General estate planning guidance

Duncan M

Series 65

Eau Claire, WI

McKinley Money, LLC

Duncan McKinley is a Series 65-registered advisor at McKinley Money, LLC with one year of industry experience. He has been with McKinley Money since 2022 and previously attended the University of Wisconsin-Madison. Outside of his advisory role, he is involved in media and publishing through affiliates such as On Your Money Media and McKMedia. McKinley Money, LLC provides discretionary and non-discretionary investment advisory services and financial planning to individual and high-net-worth clients. The firm employs asset-allocation models based on modern portfolio theory and quantitative analysis, offering diversified portfolios with regular account reviews and a unique wrap fee program that combines advisory and trade execution services.

Wealth management Tax-loss harvesting General estate planning guidance

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