# Arthur McKee

> Arthur McKee is a fee-only financial advisor at McKee Investment Planning in Clermont, Florida, who holds the CFP credential. Arthur focuses on retirement planning. McKee Investment Planning reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/arthur-mckee/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** McKee Investment Planning
- **Based in:** Clermont, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $98.7M across 647 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 4551443 (https://adviserinfo.sec.gov/individual/summary/4551443)
- **SEC registration:** Investment adviser representative in FL, GA, SC
- **Exams passed:** Series 66 (2002)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.mckeeinvestments.com

## Frequently asked questions

### Is Arthur McKee a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Arthur holds no broker registration, and McKee Investment Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Arthur charge for financial advice?

Arthur's firm, McKee Investment Planning, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Arthur McKee based?

Arthur McKee is based in Clermont, Florida.

### What does Arthur specialize in?

Arthur's specialties include retirement planning.

### What credentials does Arthur McKee hold?

Arthur McKee holds the CFP credential.

### Is Arthur McKee registered with the SEC?

Yes. Arthur McKee is registered as an investment adviser representative in FL, GA and SC (CRD 4551443), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does McKee Investment Planning manage?

McKee Investment Planning reports $98.7M across 647 accounts in assets under management.

### How do I contact Arthur McKee?

Through Arthur's website, www.mckeeinvestments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4551443): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://mckeeinvestments.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.