Mccormack Financial Planning Inc. fees and pricing
Financial planner in Atlanta, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 5, 2026, Mccormack Financial Planning Inc. charges $400 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“You will be responsible for any time spent by MFP calculated using the hourly rate of $400.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mccormack Financial Planning Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our portfolio management fee is billed and payable quarterly in advance based on the value of your account on the last day of the previous quarter.”
- “For the initial quarter of portfolio management services, the first quarter's fees will be calculated on a pro rata basis, which means the advisory fee is payable in proportion to the number of days in the quarter for which you are a client.”
- “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
How Mccormack Financial Planning Inc.’s fees compare
- Its hourly rate of $400 is above the Georgia median of $250. 83% of the 169 other Georgia planners that publish an hourly rate charge less.
- 33 of the 47 other planners in Atlanta that publish an hourly rate charge less.
About Mccormack Financial Planning Inc.
- Principal: Barbara Miner
- Firm size: 3 employees.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.95% a year
- Clients
- 132
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $115,737,255
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 136857
- Phone
- (404) 236-7316
Other planners in Atlanta that publish fees
- Aegis Capital GroupAtlanta$100-$250/hr, $1,000-$3,000
- Ages Legacy Advisors, LLCAtlanta$400/hr, $400-$5,000
- Anchyra Partners LLCAtlanta$500-$1,000/hr, $5,000-$100,000
- Aprio Wealth Management, LLCAtlanta$2,500/yr
- Atlanta Wealth Management, Inc.Atlanta$240/hr
- Aust Financial Advisory, LLCAtlanta$400/hr, $6,000
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.