# McKee Investment Planning

McKee Investment Planning is an Asset Manager based in Clermont, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Clermont, United States
- **Region:** North America
- **Address:** Danville, CA, United States
- **Founded:** 1998
- **Assets under management:** Undisclosed
- **Website:** mckeeinvestmentplanning.com

## Regulatory record

- **CRD number:** 126676
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/126676

## About

MCKEE INVESTMENT PLANNING, INC. is a state-registered investment adviser in Clermont, FL. The firm manages approximately $99 million in assets. It has 2 employees and 2 investment advisers.

## Sectors

- Wealth Management
- Financial Planning

## People

- James McKee — President

## Questions

### Is McKee Investment Planning a fiduciary?

Yes. McKee Investment Planning operates as a registered investment adviser, which legally obligates the firm to act as a fiduciary under the Investment Advisers Act of 1940. This means the firm must place client interests ahead of its own and disclose any material conflicts of interest. The fee-only compensation model reinforces this posture by removing commission-based incentives.

### Does McKee Investment Planning manage proprietary funds or pooled vehicles?

No. The firm does not offer proprietary mutual funds, hedge funds, or private equity vehicles. Client portfolios are built using third-party no-load mutual funds, ETFs, and separately managed accounts from unaffiliated asset managers. This open-architecture approach avoids the conflict of interest inherent in recommending proprietary products.

### How does McKee Investment Planning approach portfolio construction?

Portfolio construction emphasizes asset allocation, tax efficiency, and cost control across a mix of US large-cap equities, fixed income, municipal bonds, and real estate investment trusts. The firm selects individual securities and third-party funds based on a due-diligence framework that prioritizes low expense ratios, tax sensitivity, and alignment with client retirement-income objectives.

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- [Michael D. Taxman Investment Management](https://altss.com/profile/michael-d-taxman-investment-management)
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Last updated: 2026-06-03T20:00:00.000Z

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