Updated:
Mackay Financial Planning, LLC
Mackay Financial Planning, LLC is a registered investment advisory firm with limited public disclosure on principals, AUM, and investment strategy.
Mackay Financial Planning, LLC
Mackay Financial Planning, LLC is an SEC-registered investment adviser in Springfield, MO, registered since 2025. The firm manages $176 million in assets, with $164 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
—
Sector focus
Frequently asked questions
What services does Mackay Financial Planning, LLC offer?
The firm is registered as an RIA and its name suggests a focus on financial planning. However, specific service offerings—such as retirement planning, estate planning, investment management, or tax advisory—are not publicly detailed. Without a firm website or regulatory filings outlining services, the exact scope is unconfirmed.
Who are the key principals at Mackay Financial Planning, LLC?
No named principals or leadership team members are publicly identified for this firm. Public records, including SEC IAPD, do not list specific advisors or executives. The firm's ownership and decision-making structure are not disclosed.
What is the AUM of Mackay Financial Planning, LLC?
The firm does not publicly disclose its assets under management. No AUM figure has been reported in regulatory filings, press releases, or industry directories. As a result, the firm's scale is unknown.
Is Mackay Financial Planning, LLC a single-family office?
Based on available information, the firm is classified as an RIA, not a family office. It does not appear to serve a single wealthy family; rather, its name indicates a broader financial planning practice. No evidence links it to a specific family fortune or multi-family office structure.
Where is Mackay Financial Planning, LLC headquartered?
The firm's headquarters address is not publicly available. Common public databases do not list a city, state, or country of operation. This lack of location data limits further analysis of its geographic presence.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: