# Mackay Financial Planning, LLC

Mackay Financial Planning, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://mackayfinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/mackay-financial-planning-llc

## Regulatory record

- **CRD number:** 169583
- **SEC file number:** 801-132302
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169583

## About

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.

## Sectors

- Financial Services

## Questions

### 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.

### 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.

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- [Fortiter Wealth Management](https://altss.com/profile/fortiter-wealth-management-llc)
- [JDV Wealth Advisors](https://altss.com/profile/jdv-wealth-advisors-llc)

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Last updated: 2026-06-03T20:00:00.000Z

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