McKinley Money, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$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%
Up to $500 per hour for financial planning and consulting services
Account minimum: $500,000 (minimum may be waived at firm's discretion) Minimum fee: Minimum annual fee of $2,500
Main office
N3579 1010th St
Eau Claire WI 54703
Advisors at this office
2
Most active in
Minnesota · Texas · Wisconsin
Also doing business as
Mckinley Money, LLC · Mckinley, Kevin · Mckinley, Kevin Paul · Mmam, 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 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.
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, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with McKinley Money since 2008. Outside of advising, he is involved in media-related activities, including writing articles for various publications and operating a media company that provides online information and networking tools. McKinley Money, LLC offers 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 optimization, with portfolio management delivered exclusively through its wrap fee program.
Duncan M
Series 65
Eau-Claire, WI
McKinley Money, LLC
Duncan Mckinley is a financial advisor at McKinley Money, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at the University of Wisconsin-Madison from 2020 to 2024. 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 asset-allocation models based on modern portfolio theory, offering its services primarily through a proprietary wrap fee program.
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