M
McKinney Financial Planning & Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm serves individuals, their families and personal trusts, as well as small businesses and related retirement plans, delivering financial planning and consultative services and offering implementation guidance when requested. The brochure notes the firm was established in 1994, is operated by a sole CFP®-credentialed owner, and reported $0 in assets under management as of 12/31/2025.
The firm tailors investment strategies to each client’s history, risk tolerance and time horizon, emphasizing strategic asset allocation, diversification, and periodic rebalancing using indexed mutual funds and ETFs with a buy-and-hold orientation. It advises DIY investors to avoid complex trading strategies (short selling, options, inverse/leveraged funds), provides non-discretionary support and account reviews, and does not take custody of client assets or vote proxies.
Notably for a firm in the investment manager category, the firm’s sole source of compensation is planning and consultative fees charged on an hourly, contracted or flat-fee basis rather than a percentage-of-assets model. The firm also maintains insurance licenses for professional familiarity (but no longer sells insurance), attends industry educational events, and explicitly encourages client education and DIY implementation.
Client services
Financial planning
Expertise
General retirement planning
Fee options
Flat fees charged as agreed in planning agreement, negotiable
$50 to $250 per hour, commonly $150 per hour, negotiable
Fee-only: Hourly fees range from $50 to $250 per hour; most common rate is $150 per hour; flat fees also charged, all negotiable
Main office location
McKinney Financial Planning & Management
407 Church St Ne, Suite A
Vienna VA 22180, United States
Number of offices
1
Most active in
McKinney Financial Planning & Management has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")