MCKINNEY FINANCIAL PLANNING & MANAGEMENT

Overview

Mckinney Financial Planning & Management operates as a sole proprietorship focused on delivering financial planning services rather than acting as a traditional asset manager. The firm charges clients on an hourly or fixed‑fee basis, indicating a planning-centric model where advice and strategy are the primary deliverables instead of ongoing discretionary portfolio management. It is not positioned as an ESG investor, does not present itself as a multi‑state adviser, and is not identified as a pension consultant or capital allocator. The firm’s classification is listed as unclassified and its ownership is individual, which aligns with a small, advisor‑led practice that emphasizes bespoke planning engagements over institutional wealth management.

Assets & Accounts

Investments & Alternatives

Location & Offices