A complete list of active advisors currently associated with McKinney-X LLC
Warmer can help you find a great advisor at McKinney-X LLC or one who fits your needs even better.
McKinney-X LLC provides lifecycle financial planning and investment advice to individuals, business entities, and high‑net‑worth clients, delivering comprehensive plans and recommendations across mutual funds, fixed income, annuities, stocks and ETFs. The firm’s brochure indicates it was formed in 2025 and currently reports no assets under management. The firm applies fundamental analysis and modern portfolio theory, documents client risk tolerances in Investment Policy Statements, and operates on a nondiscretionary basis while offering quarterly account reviews and optional automatic rebalancing through its custodian platform. McKinney‑X emphasizes tailored plans built from client quantitative data and discloses a fiduciary allocation policy intended to treat investment opportunities equitably among clients. Several features are unusual for peers: McKinney‑X publishes a quarterly newsletter called “Boss Own” (including a YouTube channel) and offers community seminars and workshops at no cost for attendees, targeted in part to nontraditional workers. It also expressly selects and refers other advisers and service providers with documented vetting, maintains a standard operating procedure for protection of older or vulnerable persons, and uses negotiated hourly and fixed planning fees in addition to AUM-based arrangements while disclosing operational relationships with a custodian and CRM provider.
To learn more about the advisors currently working at McKinney-X LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
North Las Vegas, NV
| 8
|
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