# McKinney Financial Planning & Management

McKinney Financial Planning & Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 117526
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117526

## About

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.

## 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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Last updated: 2026-06-03T20:00:00.000Z

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