# McFee Financial Group

McFee Financial Group is a RIA based in Minneapolis.

## Overview

- **Organization type:** RIA
- **Headquarters:** Minneapolis
- **Assets under management:** Undisclosed
- **Website:** https://mcfeefinancial.com
- **LinkedIn:** https://www.linkedin.com/company/mcfee-financial

## Regulatory record

- **CRD number:** 116432
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-18T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/116432

## About

McFee Financial Group is dedicated to empowering professional and executive families to pursue long-term financial success and security through comprehensive and personalized wealth management. As a fiduciary, the firm commits to acting with integrity, innovation, and insight, helping protect and grow family wealth for generations. Its vision is to be the trusted partner in family wealth management, fostering a legacy of financial confidence, security, and purpose.

## People

- Wade A. McFee — ChFC®, CLU® — Principal and CEO; Wealth Manager
- Barbara McFee Peisert — CFP®, LUTCF® — Wealth Advisor
- Nate Dwyer — WMCP® — Wealth Manager
- Marjie McNamara — Senior Client Service Representative; Client Service Director
- Pamela Mergott-McFee — Chief Operating Officer
- Matthew Payne — Client Service Representative
- Jack Messer — Intern

## Related profiles

- [IPIC, INC.](https://altss.com/profile/ipic-inc)

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Last updated: 2026-08-11T15:07:26.757Z

Canonical page: https://altss.com/profile/mcfee-financial-group-inc

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