# McCormack Financial Planning

McCormack Financial Planning is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 136857
- **SEC file number:** 801-133728
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/136857

## About

MCCORMACK FINANCIAL PLANNING INC. is an SEC-registered investment adviser in Atlanta, GA, registered since 2025. The firm manages approximately $116 million in regulatory assets. It has 3 employees and 3 investment advisers.

## Questions

### Why does McCormack Financial Planning have no public website or investment disclosures?

This is a deliberate posture of total privacy. Many family offices, especially those that do not solicit or accept outside capital, choose to forgo any public-facing digital presence. Without a need to signal to co-investors or attract deal flow, the office avoids the scrutiny that comes with even a minimal website, LinkedIn page, or marketed track record.

## Related profiles

- [RSG Financial Group](https://altss.com/profile/rsg-financial-group-inc)
- [KIRZ, PAUL H](https://altss.com/profile/kirz-paul-h)

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Last updated: 2026-07-06T01:24:21.061Z

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