Advisor at Waldron Private Wealth
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Firm
Waldron Private Wealth
Location
Bridgeville, PA 15017
Credentials
CFP®, Series 65
Industry experience
2 years
Spencer Mc Kee is a CFP® professional with two years of experience currently serving as a financial advisor at Waldron Private Wealth. His prior work includes roles at Somerset Trust Company and Walmart, as well as various positions during his college years. Waldron Private Wealth is a multi-team registered investment adviser managing approximately $4.5 billion in assets for individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm employs a portfolio construction process focused on strategic asset allocation and client behavior, incorporating a range of investment vehicles and offering both discretionary and non-discretionary management.
Based on Waldron Private Wealth
Based on Waldron Private Wealth
Flat fee for estate planning software access (amount not specified); Family Dynamics, Governance, and Wealth Counseling services range from $5,000 to $50,000 on a project basis
Referral fees or commission sharing arrangements from third-party insurance brokers; commissions for insurance sales by licensed representatives
Family Office Services hourly rate negotiable; hourly financial planning fees $75 to $500
Family Dynamics, Governance, and Wealth Counseling service monthly retainer approximately $5,000
Fee-only: Financial planning and consulting fees negotiable, generally range from $2,000 to $250,000 (fixed fee) and $75 to $500 per hour
44 Abele Road, Suite 400
Bridgeville, PA 15017
Pennsylvania
Waldron Private Wealth, LLC
2024 - Present (2 years)
Waldron Private Wealth, LLC
2022 - 2024 (2 years)
Somerset Trust Company
2021 - 2021 (1 year)
Walmart
2020 - 2020 (1 year)
Saint Vincent College
2018 - 2022 (4 years)
Idlewild & Soakzone
2018 - 2019 (1 year)
McDonalds
2015 - 2018 (3 years)
Blairsville High School
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
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.
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ChFC®, Series 63
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