Luke Mccarty
Advisor at McCarty Wealth
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.
Firm
McCarty Wealth
Location
Rockledge, FL 32955
Credentials
CFP®, Series 66
Industry experience
11 years
About
Luke McCarty is a CFP® and Series 66 licensed financial advisor with 11 years of industry experience. He is the principal of McCarty Wealth, LLC, an independent firm he founded in 2024. Prior to this, he held roles at McPherson Financial Group/World Equity Group/Prostatis Fin, Umb, and Financial Solutions of Raymond James. He is also a licensed insurance agent and owner of McCarty Wealth Insurance Services LLC. McCarty Wealth provides portfolio management and financial planning services to individuals and high-net-worth clients, utilizing a range of investment strategies including discretionary and non-discretionary management. The firm integrates insurance offerings alongside its investment services and maintains custody at Schwab Institutional.
Fee options
Financial planning fixed fees negotiated between $500 and $15,000.
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $6,000,000: 0.75% $6,000,001+: 0.60%
Advisory fees are charged in addition to commissions from insurance product sales; commissions are not MW's primary source of compensation.
Location
4175 Us 1, Suite 101
Rockledge, FL 32955
Most active in
Luke M has reported serving >5 clients in these states in the last 12 months.
Florida · Kansas
Work history
McCarty Wealth, LLC
2024 - Present (2 years)
McPherson Financial Group/World Equity Group/Prostatis Fin
2019 - 2025 (6 years)
Umb
2018 - 2019 (1 year)
Financial Solutions of Raymond James
2014 - 2018 (4 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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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