McKinney Financial Planning & Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
407 Church St NE Ste A
Vienna VA 22180
Advisors at this office
1
Most active in
Virginia
Also doing business as
Mckinney Financial Planning & Management · Mckinney, David Lewis
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
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