Mckinney Capital Management, 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.

Hourly rate

$400/hr

“For our financial planning services we charge a negotiable hourly rate of $400 depending on the scope and complexity of the plan, your individual situation, and your investment objectives.”

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

How Mckinney Capital Management, LLC bills

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

• “Our annual fee for investment management services is billed monthly in arrears based on average daily balance of your account for the billing period.”
• “Upon termination the financial planning fee will be prorated for actual time spent in preparing the plan and any unearned fees will be returned to you.”

How Mckinney Capital Management, LLC’s fees compare

• Its hourly rate of $400 is above the Tennessee median of $275. 81% of the 111 other Tennessee planners that publish an hourly rate charge less.
• 8 of the 11 other planners in Nashville that publish an hourly rate charge less.

About Mckinney Capital Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2010 (16 years).

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

1% a year

Clients

15

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$8,419,522

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

153551

Phone

(615) 367-2476

Can advise clients in 2 states: Kentucky, Tennessee

Other planners in Nashville that publish fees

• Aj AdvisorsNashville$300/hr, $500⁠-⁠$5,000
• Apple & Company, Inc.Nashville$200⁠-⁠$250/hr
• Brewer Financial StrategiesNashvilleUp to $5,000
• Cairn Financial GroupNashville$400/hr
• Davis, Davis and Conover Wealth Management, LLCNashville$250/hr, $1,500⁠-⁠$5,000
• Decker Wealth Management, LLCNashville$1,000⁠-⁠$10,000

Compare all 32 planners in Nashville