Eddie Mc Gee
Advisor at Smith & Wyatt
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Eddie Mc Gee is a financial advisor at Smith & Wyatt with six years of industry experience. He holds a Series 65 designation and has worked at several firms, including CoreCap Advisors, AE Wealth Management, and Dugan & Brown. In addition to his advisory role, he serves as president of Toro Financial & Insurance, where he is involved in insurance sales and services. Smith & Wyatt provides investment advisory and financial planning services to individual and corporate clients, managing portfolios primarily with mutual funds and exchange-traded funds. The firm operates multiple offices and employs a discretionary investment approach tailored to clients’ objectives and risk tolerance.
Expertise
Based on Smith & Wyatt
General estate planning guidance
Retirement income strategy
Wealth management
Fee options
Financial planning fixed fee (negotiable, varies client to client); estate planning consulting one-time flat fee of $0 to $600 upon signing Client Agreement
0.25% to 1.5% annually (depending on account size and custodian)
Insurance commissions earned by licensed insurance agents affiliated with the firm, separate from advisory fees
$200 per hour for single subject financial planning/general consulting (negotiable)
Fee-only: Fixed fee for financial planning services (negotiable, varies client to client), $200 per hour for single subject consulting services (negotiable)
Location
333 H Street, Suite 5000
Chula Vista, CA 91910
Most active in
Eddie M has reported serving >5 clients in these states in the last 12 months.
California
Work history
Dugan & Brown LLC
2024 - Present (2 years)
L & W Financial LLC
2024 - Present (2 years)
CoreCap Advisors, LLC
2021 - 2024 (3 years)
AE Wealth Management, LLC
2019 - 2021 (2 years)
FEFA Asset Management, LLC
2019 - 2021 (2 years)
Toro Financial & Insurance Services, Inc.
2017 - Present (9 years)
Spartan Insurance Services
2003 - 2017 (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Grant K
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
Scott S
Series 63, Series 65
San Diego, CA
Conscious Investment Services, LLC
Lee T
Series 65
San Diego, CA
HEDGEWISE
Kyle T
ChFC®, Series 66
La Mesa, CA
Tweet Management Services, Inc.
Rajiv R
Series 63, Series 65
San Diego, CA
Colva Capital LLC
Christopher R
CFP®, Series 65
San Diego, CA
Tempus Pecunia
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")