Mccormack Financial Planning Inc. (Atlanta)

Mccormack Financial Planning Inc. is an adviser based in Atlanta. It manages $39.76 million of regulatory assets for 280 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Florida, Georgia, and Maryland.

Mccormack Financial Planning provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and asset allocation services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mccormack Financial Planning: assets under management

The assets under management (AUM) of Mccormack Financial Planning Inc. is $39.76 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $39.76 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $142.01 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mccormack Financial Planning Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mccormack Financial Planning Inc.

Barbara Miner Mccormack has been acting as President since 1 Aug 2005. Linda Rose Kuehn joined the executive team most recently as the Secretary Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Barbara Miner Mccormack	President	1 Jun 1998	75% - 100%	807282
Linda Rose Kuehn	Secretary treasurer	1 May 2000	Other	4304679
Barbara Miner Mccormack	President	1 Aug 2005	75% - 100%	807282
Sandra Boshears Tawse	Chief compliance officer	1 Aug 2005	Other	2052545
Linda Rose Kuehn	Secretary treasurer	1 May 2006	Other	4304679

Based in Atlanta

The principal office where Mccormack Financial Planning Inc. performs its advisory services is located at 2002 Summit Bldv., Atlanta, GA 30319, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.