Fee-only adviser · Clermont, FL
McKee Investment Planning, Inc.
McKee Investment Planning, Inc. is a fee-only investment adviser registered with the securities regulators of Florida, Georgia, South Carolina, with a mailing address in Clermont, Florida (its office is a private residence, so the street address is not published). On its latest Form ADV, filed February 6, 2026, it reports $99M in regulatory assets under management, 647 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Florida, Georgia, South Carolina |
|---|---|
| Firm CRD number | 126676 |
| Office | Clermont, FL (mailing address; office not published) |
| Phone | (352) 408-4710 |
| Website | www.mckeeinvestments.com |
| Regulatory assets under management | $99M |
| Individual clients | 620 non-high-net-worth, 27 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 6, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Clermont
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