Mackay Financial Planning, LLC fees and pricing
Financial planner in Springfield, Missouri. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Mackay Financial Planning, LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The hourly fee for a limited scope financial planning engagement is $250 per hour, billed in 15 minute increments.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mackay Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable in JMFPs sole discretion based on such factors as the composition of the client’s account and the relationship of the client with JMFP.”
- “The balance of the fee is payable immediately upon presentation of recommendations based on the time spent.”
How Mackay Financial Planning, LLC’s fees compare
- Its hourly rate of $250 matches the Missouri median of $250. 40% of the 88 other Missouri planners that publish an hourly rate charge less.
- 2 of the 3 other planners in Springfield that publish an hourly rate charge less.
About Mackay Financial Planning, LLC
“We provide this service in two primary ways: 1) As an hourly, as needed, or project basis. 2) As an ongoing partnership with clients who desire financial planning, guidance, advice, and investment management.”
- Firm size: 2 employees.
- Founded: 2013 (13 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.2% a year
- Clients
- 68
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $176,042,555
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 169583
- Phone
- (417) 268-9191
Other planners in Springfield that publish fees
- Capital360financialSpringfield$250/hr, $1,500-$7,000
- Dittrich Financial Group LLCSpringfield$150/hr
- JKD FinancialSpringfield$1,250
- Latour Asset Management LLCSpringfield$200-$2,000
- Prosperity Financial GroupSpringfield$1,000-$5,000
- RLB FinancialSpringfield$3,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.