MCC Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$865,165
Total clients
7
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
7
Average account size
$123,595
About
MCC Wealth provides wealth management, comprehensive financial planning, and discretionary investment management for individuals, high‑net‑worth clients, corporations, and charitable organizations. Its services include written financial plans, ongoing portfolio monitoring, and implementation through mutual funds, ETFs, fixed‑income securities, and selected third‑party money managers.
The firm follows a goals‑based process using fundamental analysis to construct diversified, tax‑aware portfolios and typically implements strategies on a discretionary basis. MCC Wealth also leverages third‑party platforms and acts as a fiduciary advisor for retirement plan sponsors, integrating retirement plan and ERISA considerations into its advice.
Notably, MCC Wealth is affiliated with a licensed insurance agency and offers life, disability, long‑term care products and fixed annuities through that relationship, a feature uncommon among independent solo advisors. The firm also provides portfolio management for institutional clients and offers educational programming and a subscription‑based planning membership for ongoing client engagement.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Retirement income strategy
Roth conversion strategy
Tax-loss harvesting
Wealth management
Fee options
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
Main office location
MCC Wealth
3715 Northside Pkwy Nw, Bldg 100, Ste 500
Atlanta GA 30327, United States
Number of offices
1
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Forms ADV
Quick links
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