Advisor at MCC Wealth
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Firm
MCC Wealth
Location
Atlanta, GA 30327
Credentials
ChFC®, Series 63, Series 65
Industry experience
5 years
William Mc Cullough is a financial advisor at MCC Wealth in Atlanta, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has five years of industry experience with prior roles at J.P. Morgan Securities LLC and Cetera Investment Advisers LLC. Outside of advising, he is also an insurance agent selling life, disability, fixed annuities, and long-term care products. MCC Wealth provides wealth management, comprehensive financial planning, and discretionary investment management for individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs a goals-based approach with fundamental analysis to build diversified, tax-aware portfolios and offers fiduciary services for retirement plan sponsors, integrating ERISA considerations into its advice.
Based on MCC Wealth
Based on MCC Wealth
Stand-alone financial plans start at a minimum fixed fee of $2,500, negotiable
$0 - $349,999: 1.20% $350,000 - $749,999: 1.10% $750,000 - $999,999: 0.95% $1,000,000 - $2,000,000: 0.80%
Hourly financial planning consultations at $250 per hour (minimum 1 hour), negotiable
Subscription membership fee is $85/month plus a one-time setup fee ranging from $550 to $6,500
Account minimum: $350,000 Minimum fee: Minimum annual fee of $2,500 for comprehensive financial planning services Fee-only: Comprehensive financial planning services annual fixed fees range from $2,500 to $7,500; hourly financial planning at $250/hour; subscription membership at $85/month plus one-time setup fee of $550 - $6,500
3715 Northside Pkwy Nw, Bldg 100, Ste 500
Atlanta, GA 30327
Georgia
MCC Wealth
2024 - Present (2 years)
Cetera
2024 - 2024 (1 year)
Cetera ADVISORS LLC
2022 - 2024 (2 years)
Mangham Scott Wealth Management
2022 - 2024 (2 years)
J.P. Morgan Securities
2019 - 2021 (2 years)
JPMorgan Chase Bank, N.A.
2019 - 2021 (2 years)
Cherokee Country Club
2019 - 2019 (1 year)
Emory University-Temp Services
2019 - 2019 (1 year)
Copeland & Stair, LLP
2017 - 2018 (1 year)
WolfGang Puck Catering
2014 - 2019 (5 years)
Nall & Miller, LLP
2014 - 2017 (3 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.
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.
CFP®, Series 66
Atlanta, GA
Steele Financial Studios
Series 63, Series 66
Atlanta, GA
Smarr Financial Services Inc.
Series 65
Atlanta, GA
Adam Capital
Series 63, Series 65
Smyrna, GA
Opportunity Investment Group, LLC
CFP®, Series 63
Atlanta, GA
Financial Staples
Series 65
Atlanta, GA
Littlefield Asset Management, Inc.
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