Mckay Wealth Management Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000⁠-⁠$6,000

“The negotiated fixed rate for creating client financial plans is between $3,000 and $6,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Mckay Wealth Management Group LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients may terminate the agreement without penalty for a full refund of McKay Wealth's fees within five business days of signing the Investment Advisory Contract.”
• “4 Clients may terminate the agreement without penalty for a full refund of McKay Wealth's fees within five business days of signing the Financial Planning Agreement.”
• “Financial planning fees are paid via check or ACH.”

How Mckay Wealth Management Group LLC’s fees compare

• Its flat or project fee of $3,000-$6,000 spans the Virginia median of $4,250. 51% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 9 of the 15 other planners in Richmond that publish a flat or project fee charge less.

About Mckay Wealth Management Group LLC

• Firm size: 2 employees.
• Founded: 2014 (12 years).

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

1.5% a year

Clients

77

Employees

2

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$58,501,241

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

281578

Website

mckaywealthgroup.com (opens in new tab)

Phone

(804) 447-1708

Other planners in Richmond that publish fees

• Alexis AdvisorsRichmond$150⁠-⁠$350/hr
• Ark Financial Strategies LLCRichmond$2,000⁠-⁠$10,000
• Beale Healy Investment Advisors IncRichmond$100⁠-⁠$225/hr
• Bonwell Capital Management, LLCRichmond$250/hr, $250⁠-⁠$50,000
• Covenant Wealth AdvisorsRichmond$300/hr, $2,000⁠-⁠$30,000
• EvoadvisorsRichmond$10,000/yr

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