McCartney Wealth Management LLC

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Client assets under management

$220,729,425

Clients

154

42% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$1,433,308

About

McCartney Wealth Management provides investment management and financial planning primarily for individual and high‑net‑worth clients, and also advises a small number of qualified retirement plans. Clients typically engage the firm for both ongoing discretionary portfolio management and comprehensive planning services.

The firm’s investment approach is grounded in Modern Portfolio Theory and factor‑based academic research, favoring passive, low‑cost indexed funds and diversified, tax‑efficient allocations while generally avoiding individual stock selection and active managers. Portfolios are managed on a discretionary basis with periodic rebalancing and regular performance reporting and reviews.

A distinguishing aspect of the firm is that its principal combines legal training with long experience advising corporate executives, and the firm says it leverages tools developed from both the financial and legal arenas (while not providing legal services). The firm also periodically distributes an electronic newsletter to clients and prospects summarizing market and planning topics, a communications practice that is uncommon among peers.

Client services

Financial planning Portfolio management Newsletters or periodicals

Expertise

Passive / index investing Tax-loss harvesting Wealth management

Fee options

Percentage

$0 - $1,000,000: 1.0% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $3,000,000: 0.50% annually $3,000,001+: 0.50% annually (flat rate on all assets when $3M+ reached)

Other

Account minimum: $500,000 Fee-only: Fee-only (no commissions)

Main office location

McCartney Wealth Management LLC

7733 Forsyth Blvd, 11 Th Floor

Saint Louis MO 63105-1878, United States

Number of offices

Most active in

Missouri

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn X Website 314-246-0595

Advisors at this firm

Emily M

Series 65

Saint Louis, MO

McCartney Wealth Management LLC

Emily Mc Cartney is a financial advisor at McCartney Wealth Management LLC with eight years of industry experience. She has worked at Mastercard prior to founding her current firm in 2017. McCartney holds a Series 65 designation. McCartney Wealth Management provides discretionary investment management and comprehensive financial planning primarily for individual and high-net-worth clients, as well as a limited number of qualified retirement plans. The firm follows an investment approach based on academic research and Modern Portfolio Theory, focusing on low-cost, passive index funds, diversification, and tax efficiency.

Passive / index investing Tax-loss harvesting Wealth management

Michael M

Series 65

Saint Louis, MO

McCartney Wealth Management LLC

Michael McCartney is a financial advisor at McCartney Wealth Management LLC in Saint Louis, MO, holding a Series 65 credential with 17 years of industry experience. He has led McCartney Wealth Management since 2010. McCartney is also licensed as an attorney in Missouri and occasionally provides legal assistance to acquaintances in compliance with ethical and legal requirements. McCartney Wealth Management offers discretionary investment management and comprehensive financial planning primarily for individual and high-net-worth clients, as well as some qualified retirement plans. The firm follows a fee-only model and emphasizes an investment approach based on academic research and Modern Portfolio Theory, utilizing low-cost, passive index funds, systematic diversification, and tax efficiency.

Passive / index investing Tax-loss harvesting Wealth management

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