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McKinney Financial Planning & Management
MCKINNEY FINANCIAL PLANNING & MANAGEMENT is a state-registered investment adviser in VIENNA, VA. It has 1 employee and 1 investment adviser. The firm is...
Overview
MCKINNEY FINANCIAL PLANNING & MANAGEMENT is a state-registered investment adviser in VIENNA, VA. It has 1 employee and 1 investment adviser. The firm is based in Virginia.
General information
Firm type
RIA
Frequently asked questions
Is McKinney Financial Planning & Management a fiduciary?
As a registered investment adviser (RIA), McKinney Financial Planning & Management is bound by fiduciary duty to act in clients' best interests. This is a legal standard that distinguishes RIAs from broker-dealers.
What types of clients does McKinney Financial Planning & Management serve?
The firm serves individuals and families, focusing on personalized wealth strategies. Client minimums and specific demographics are not publicly disclosed.
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