Mckinney-X LLC fees and pricing

Financial planner in North Las Vegas, Nevada. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 14, 2026, Mckinney-X LLC charges a flat or project fee of $600 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 14, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee: $600; “The fixed rate for creating and implementing a comprehensive client financial plan starts at $600.”

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

“These fees are generally negotiable; the final fee schedule will be finalized in the client’s advisory agreement.”
“McKinney-X LLC will issue an invoice to the client detailing the amount of the fee to be deducted from the account following the quarterly assessment.”
“The fee is paid quarterly in arrears at a rate of x.xxxx percent.”

Its flat or project fee of $600 is below the Nevada median of $5,000. 2% of the 50 other Nevada planners that publish a flat or project fee charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2025.

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: 1.1% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 337889
Website: youtube.com/channel/UCKmzlBS_MJTkuHvDtCc8nBw (opens in new tab)
Phone: (702) 957-6076

Is something on this page wrong or out of date?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.