McKee Investment Planning, Inc.

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Client assets under management

$98,742,368

Clients

647

4% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

324

Very High

Average account size

$152,616

About

McKee Investment Planning serves individual clients, including high-net-worth households, and provides investment management, retirement and personal financial planning, and small-business retirement-plan services such as 401(k) administration. The firm manages client accounts on a discretionary, fee-based basis, does not accept commissions, and does not participate in wrap fee programs.

The firm's investment process blends a top-down assessment of global regions—considering political, currency and demographic factors—with bottom-up security selection and the use of region-focused mutual funds and ETFs, and it generally avoids frequent trading. Advice is tailored to individual goals, with periodic account reviews (typically annually) and custody and trade execution provided through a major independent custodian.

McKee is notable for a high client-to-advisor ratio, serving several hundred clients per advisor, which is uncommon for similarly sized supported firms. The firm oversees roughly $98.7 million in discretionary assets and has staff-level expertise in retirement-plan administration (including a QKA credential) and prior federal financial-crimes investigative experience, while maintaining a documented code of ethics and a fee-only compensation model.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k)

Fee options

Percentage

1.25% per year, billed quarterly in arrears (0.3125% per quarter)

Project-based

Hourly services quoted and negotiated individually

Other

Fee-only: Hourly services quoted and negotiated individually

Main office location

McKee Investment Planning, Inc.

Clermont FL, United States

Number of offices

Most active in

Florida · Georgia · South Carolina

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

Quick links

Website 352-408-4710

Advisors at this firm

Arthur M

CFP®, Series 66

Clermont, FL

McKee Investment Planning, Inc.

Arthur Mckee is a CFP® certificant with 22 years of experience in financial advising. He has been associated with McKee Financial Services, Inc. since 2003 and currently serves at McKee Investment Planning, Inc. In addition to his advisory work, he occasionally teaches corporate finance and economics as an adjunct instructor. McKee Investment Planning, Inc. primarily serves individual and high-net-worth clients, offering discretionary portfolio management, retirement and personal financial planning, and small-business retirement plan administration. The firm employs a combined top-down and bottom-up investment process and manages approximately $79 million in assets with a high client-to-advisor ratio.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k)

Cassandra G

Series 65

Clermont, FL

McKee Investment Planning, Inc.

Cassandra Gegenheimer is a financial advisor at McKee Investment Planning, Inc. with one year of industry experience. She holds a Series 65 designation and previously worked at the Federal Bureau of Investigation and Florida Blue. McKee Investment Planning serves individual and high-net-worth clients by providing discretionary portfolio management, retirement and personal financial planning, and small-business retirement plan services. The firm combines top-down regional analysis with bottom-up company valuation and manages approximately $79 million in assets with a high client-to-advisor ratio.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k)

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