MACKAY FINANCIAL PLANNING, LLC

Overview

Mackay Financial Planning, LLC is an independent, owner-operated Registered Investment Adviser organized as an LLC that provides financial planning and portfolio management primarily for individuals, families and small businesses. The firm charges clients on a percentage-of-AUM basis and also offers hourly planning engagements. It reports being SEC-registered in 2025, is not positioned as a capital allocator to external alternative managers, and does not identify as an active ESG investor. Investment activity centers on public funds and mutual funds as the primary building blocks of client portfolios. The firm manages client relationships on a discretionary basis for the large majority of its assets while still offering non-discretionary advisory arrangements where appropriate. Service coverage includes both individual/family clients and institutional relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices