McInerney Investment Advisors logo

McInerney Investment Advisors

Updated today

Client assets under management

$0

Clients

464

0% high-net worth

Advisors

4

of 9 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

116

Very High

Average account size

$0

About

McInerney Investment Advisors provides personalized financial planning and non‑discretionary investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses. The firm also arranges placements with third‑party money managers and serves as liaison between clients and those managers.

Investment programs are tailored to each client’s goals, time horizon and risk tolerance, documented via investment policy statements and risk‑tolerance assessments, with periodic reviews (typically quarterly). The firm uses fundamental, technical and cyclical analysis in its recommendations and generally seeks client approval prior to executing trades while delivering written financial plans and reviews within the timeframes described in the brochure.

Noteworthy differences from many peers include the firm’s reliance on a single third‑party manager—Gradient Investments, LLC—which the brochure states currently holds $27,730,681 of the firm’s assets and with which the firm shares referral and incentive arrangements. The firm’s principal spends more than half of his time in an affiliated insurance practice (a disclosed conflict of interest), MIA does not vote client proxies on their behalf, and the firm does not act as custodian of client assets.

Client services

Financial planning Selection of other advisers

Expertise

General estate planning guidance Tax strategies for small businesses

Fee options

Fixed

Negotiable fixed fees for financial planning up to $10,000

Percentage

$0 - $250,000: 2.00% annually $250,001 - $500,000: 1.75% annually $500,001 - $1,000,000: 1.50% annually $1,000,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually

Project-based

$250 per hour

Other

Fee-only: Fixed fees up to $10,000; Hourly fees $250 per hour

Main office location

McInerney Investment Advisors

200 E. Robinson Street, Suite 780

Orlando FL 32801, United States

Number of offices

1

Most active in

Florida

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Brayden V

Series 65

Orlando, FL

McInerney Investment Advisors

Brayden Vawter is a financial advisor at McInerney Investment Advisors with one year of industry experience. He holds a Series 65 credential and has worked as an independent insurance agent alongside his advisory role. Outside of finance, he serves as an umpire for Perfect Game. McInerney Investment Advisors provides personalized financial planning and non-discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm tailors investment programs to clients’ goals and risk tolerance, typically using a single third-party manager and delivering ongoing written financial plans and reviews.

General estate planning guidance Tax strategies for small businesses
user avatar

John M

Series 65

Orlando, FL

McInerney Investment Advisors

John McInerney is a financial advisor at McInerney Investment Advisors in Orlando, FL, holding a Series 65 designation with 17 years of industry experience. He has led multiple related firms since 1993 and spends approximately half of his time as president and insurance agent at John J. McInerney, Inc., an affiliated insurance sales and services business. McInerney Investment Advisors provides personalized financial planning and non-discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes tailored investment programs based on clients’ goals, time horizons, and risk tolerance, and coordinates with third-party money managers, primarily Gradient Investments, LLC.

General estate planning guidance Tax strategies for small businesses
user avatar

Justin K

Series 65

Orlando, FL

McInerney Investment Advisors

Justin King is a financial advisor at McInerney Investment Advisors in Orlando, FL, holding a Series 65 designation with one year of industry experience. Prior to joining McInerney Investment Advisors, he worked for nearly two decades at Gap, Inc. McInerney Investment Advisors offers personalized financial planning and non-discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes tailored investment programs using fundamental, technical, and cyclical analysis, typically seeking client approval before executing trades.

General estate planning guidance Tax strategies for small businesses
user avatar

Patricia M

Series 65

Orlando, FL

McInerney Investment Advisors

Patricia Mostafa is a financial advisor at McInerney Investment Advisors in Orlando, FL, holding a Series 65 credential with four years of industry experience. She is also president of Mostafa Advisors, Inc., an insurance sales business, where she dedicates approximately half of her time. Prior to her current role, she has held positions at several firms including Wilson Title Services and TTEC. McInerney Investment Advisors offers personalized financial planning and non-discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm tailors investment programs based on clients’ goals, time horizons, and risk tolerances, and works closely with a single third-party manager, Gradient Investments, LLC.

General estate planning guidance Tax strategies for small businesses
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