MCFEE FINANCIAL GROUP, INC.

Overview

Mcfee Financial Group, Inc. is a small, independent registered investment adviser that operates primarily as a financial planning practice rather than a discretionary asset manager. The firm functions in multiple roles: it provides financial planning, acts as a registered representative of a broker‑dealer, and serves as an insurance broker. Its stated fee model is hourly charging, and its advisory activity is non‑discretionary—meaning advice and model recommendations are delivered to clients while trade execution and final authority typically remain with the client or an associated broker‑dealer relationship. Investment activity centers on third‑party managed products rather than in‑house discretionary sleeves. The firm does not position itself as a capital allocator or pension consultant and does not identify as an active ESG investor. Given its mix of brokerage and insurance brokerage activities alongside financial planning, Mcfee Financial Group appears focused on building client portfolios from mutual funds and selected alternative managers while layering insurance solutions where appropriate for planning needs.

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