McKinney-X LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
McKinney-X LLC provides lifecycle financial planning and portfolio management to individuals, business entities, and high‑net‑worth households, offering advice across mutual funds, fixed income, annuities, and other securities. The firm uses client engagement letters and Investment Advisory Agreements for tailored planning and reports no assets under management as of March 25, 2026.
The firm works on a non‑discretionary basis, documenting client goals and risk tolerance in an Investment Policy Statement and applying fundamental analysis and modern portfolio theory to construct recommendations. McKinney‑X deploys a tiered comprehensive planning model with monthly amortized billing and has adopted eMoney for financial planning technology.
A notable feature is the firm’s community education focus: it provides free seminars and workshops aimed at gig workers and non‑traditional employees and publishes a quarterly newsletter titled “Boss Own” with a companion YouTube channel offering non‑personalized financial content. Operationally, McKinney‑X integrates with Altruist as its custodian—using automated rebalancing and participating in certain Altruist programs that provide operational and back‑office benefits.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Comprehensive financial planning fees charged as fixed monthly fees ranging approximately from $84.99 to $659.99 per month, or as flat rates ranging from $1,020 to $15,600 depending on client tier and plan complexity.
$1 - $1,000,000: 1.10% annually $1,000,001 - $2,000,000: 0.85% annually $2,000,001 - $3,000,000: 0.65% annually $3,000,001 - $10,000,000: 0.50% annually $10,000,001 - $100,000,000: 0.50% annually
Hourly financial planning fees range from $100 to $400 per hour depending on service type.
Comprehensive financial planning offered as recurring monthly fees from about $84.99 to $659.99 per month depending on client tier and complexity.
Fee-only: Hourly fees range from $100 to $400 per hour for individual financial planning services.
Main office
North Las Vegas NV
Advisors at this office
1
Most active in
Nevada
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.
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