McKee Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,300,000
Total clients
6
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
6
Average account size
$383,333
Client services
Fee options
Fixed fees for wealth management ($1,000 to $20,000), financial planning ($350 to $10,000), and retirement plan consulting ($500 to $100,000).
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.80% Above $5,000,000+: Negotiable
$50 to $300 per hour for financial planning and consulting services.
Account minimum: $25,000 - $50,000 generally for AssetMark Mutual Fund accounts; $100,000 for AssetMark ETF accounts; $50,000 to $500,000 for Privately Managed and Unified Managed Accounts depending on investment strategy; $100,000 for Delta Capital Management Platform. Accounts below stated minimums may be accepted at discretion. Fee-only: Fixed fees generally range from $1,000 to $20,000 annually for wealth management services; financial planning fixed fees generally range from $350 to $10,000; retirement plan fixed fees range from $500 to $100,000.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
McKee Wealth Management
3060 Mount Vernon Road, Suite 1
Hurricane WV 25526, United States
Number of offices
2
Forms ADV
Advisors at this firm
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")