Advisor at TRAC Wealth Management, Inc
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
TRAC Wealth Management, Inc
Location
Norman, OK 73072
Credentials
Series 63, Series 65
Industry experience
28 years
Tracy Mccary is the sole advisor at TRAC Wealth Management, Inc, an independent firm based in Norman, Oklahoma. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to his current role, he led Trac Advisor Group, Inc. for ten years. Outside of advising, he is involved in the sale of rare coins and precious metals. TRAC Wealth Management primarily serves individual investors along with high-net-worth clients, employer-sponsored retirement plans, trusts, and estates. The firm offers discretionary portfolio management and retirement plan consulting, using a range of analytical and tactical investment techniques and occasionally partnering with sub-advisors for targeted strategies.
Based on TRAC Wealth Management, Inc
Based on TRAC Wealth Management, Inc
$0+: 0.25% - 1.00% $0+: 0.10% - 1.00%
Commission-based compensation earned by certain IARs for selling insurance products; separate from advisory fees.
Plan Confidence™ service fees vary by asset level, e.g., $30/month for $1-$50,000 Advice Only; $30 plus 0.72% for Advice + Trading at $1-$50,000, with tiers increasing up to $1,750,000; $2,000,001+ call for quote. One-time setup fee of $99.
3750 W Main Street, Suite 142
Norman, OK 73072
Oklahoma · Texas
TRAC Wealth Management, Inc
2025 - Present (1 year)
Trac Advisor Group, Inc.
2015 - 2025 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Series 65
Moore, OK
Uisonet
Series 63, Series 65
Norman, OK
Pismo Pacific Financial Services, LLC
Series 63, Series 66
Moore, OK
Lodestar Asset Management LLC
Series 63, Series 65
Norman, OK
Cowan Financial Services, LLC
Series 63, Series 65
Oklahoma City, OK
A-Team Financial Investments
Series 65
Norman, OK
D.M. Wealth Management, Inc.
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")