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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.
You can reach the main office by calling the phone number 404-236-7316 or by fax 404-843-3701. The normal business hours are 9:00 am to 4:30 pm on Monday - Friday.