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Mccormack Financial Planning Inc.

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Client assets under management

$115,737,255

Clients

132

27% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

44

Typical

Average account size

$876,797

About

McCormack Financial Planning, Inc. serves individual clients — including both high‑net‑worth and non‑HNW individuals — and small businesses, providing financial planning, periodic advisory services, analysis and monitoring of third‑party managed programs, and discretionary asset management through a wrap‑fee program. The firm reports managing approximately $115.7 million in client assets across its client base and provides ongoing portfolio oversight and annual reviews.

The firm describes a long‑term, tailored investment process that uses a mix of fundamental, technical and charting analysis to construct portfolios from individual equities, bonds, mutual funds, ETFs and option strategies; the brochure explicitly discloses the use of covered‑call option writing and monitoring at least quarterly. MFP also conducts due diligence on third‑party managers, assists with account setup and monitoring, and frames advice around clients’ objectives, risk tolerance and liquidity needs.

The brochure highlights a few operational features that distinguish the firm: it operates a wrap‑fee asset management program that bundles execution, custody and reporting (with Pershing named as custodian), and it discloses investment approaches that can involve derivatives (covered‑call writing) and investments in funds that may employ leverage—circumstances that can lead to derivatives exposure or borrowing in managed accounts. It also discloses referral and compensation arrangements with third‑party managers (including a relationship with Lockwood) and that advisory representatives are dually registered with a broker‑dealer and licensed as insurance agents, each noted as potential conflicts addressed in the disclosure.

Client services

Financial planning Portfolio management Selection of other advisers Asset allocation services

Expertise

Equity compensation tax strategy Long-term care insurance Retirement income strategy

Fee options

Percentage

$0 - $50,000: 1.95% $50,001 - $100,000: 1.75% $100,001 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.75%

Commissions

Advisors are registered representatives earning commissions on securities and insurance products separate from advisory fees.

Project-based

$400 per hour for consultation services.

Other

Account minimum: $50,000 Fee-only: Initial comprehensive financial plan fees range from $3,500 to $15,000 depending on plan type; limited scope plans range from $500 to $3,000; hourly consultation fees at $400 per hour; periodic financial planning advisory services charged as asset-based fees with same tiered rates as asset management services.

Main office location

Mccormack Financial Planning Inc.

5605 Glenridge Drive, Suite 950

Atlanta GA 30342, United States

Number of offices

1

Most active in

More info

Florida · Georgia · Maryland

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

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

Quick links

Website 404-236-7316

Advisors at this firm

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user avatar

Linda K

Series 66

Atlanta, GA

Mccormack Financial Planning Inc.

Linda Kuehn is a financial advisor at McCormack Financial Planning Inc. in Atlanta, GA, holding a Series 66 designation with 21 years of industry experience. Her prior roles include positions at M. S. Howells & Co., Cambridge Investment Research, Inc., and Dempsey Lord Smith, LLC. McCormack Financial Planning, Inc. serves individual clients and small businesses by providing financial planning, advisory services, and discretionary asset management through a wrap-fee program. The firm employs a long-term, tailored investment process using a combination of fundamental, technical, and charting analysis, and manages approximately $115.7 million in client assets.

Equity compensation tax strategy Long-term care insurance Retirement income strategy
user avatar

Barbara M

CFP®, Series 63, Series 65

Atlanta, GA

Mccormack Financial Planning Inc.

Barbara McCormack is a CFP® with 40 years of experience in financial planning and advisory services. She is the president of McCormack Financial Planning Inc., where she has worked since 2005. Prior to that, she was with Dempsey Lord Smith, LLC for 11 years and had shorter tenures at Cambridge Investment Research, Inc. and M.S. Howells & Co. McCormack Financial Planning, Inc. serves individual clients, including high-net-worth and non-HNW individuals, as well as small businesses. The firm offers financial planning, advisory services, and discretionary asset management through a wrap-fee program, using a long-term, tailored approach that incorporates fundamental, technical, and charting analysis.

Equity compensation tax strategy Long-term care insurance Retirement income strategy
user avatar

Jeffrey A

Series 63, Series 65

Atlanta, GA

Mccormack Financial Planning Inc.

Jeffrey Ash is a financial advisor at McCormack Financial Planning Inc. in Atlanta, GA, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wellington Management and J.P. Morgan Securities LLC. Ash also serves as Director of Trading & Operations at McCormack Financial Planning. McCormack Financial Planning serves individual clients and small businesses, offering financial planning, advisory services, and discretionary asset management through a wrap-fee program. The firm employs a long-term, tailored investment approach utilizing fundamental, technical, and charting analysis, incorporating individual equities, bonds, mutual funds, ETFs, and option strategies.

Equity compensation tax strategy Long-term care insurance Retirement income strategy
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