Updated:Jun 3, 2026

McKinney Financial Planning & Management

MCKINNEY FINANCIAL PLANNING & MANAGEMENT is an SEC-registered investment adviser in VIENNA, VA. It has 1 employee and 1 investment adviser. The firm is based...

McKinney Financial Planning & Management

MCKINNEY FINANCIAL PLANNING & MANAGEMENT is an SEC-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

What services does McKinney Financial Planning & Management offer?

McKinney Financial Planning & Management offers financial planning and investment management services, including retirement, estate, and tax planning, as typical for an RIA. Specific offerings may be tailored to individual client needs.

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.

How does McKinney Financial Planning & Management manage investments?

The firm likely uses a diversified portfolio approach, allocating across equities, fixed income, and alternatives, with emphasis on asset allocation and risk management. Specific strategies are not publicly detailed.

Where is McKinney Financial Planning & Management located?

The firm's headquarters location is not publicly available. It likely operates primarily in the United States.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.