Arthur McKee
McKee Investment Planning · Clermont, Florida
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.
Request an introduction to Arthur →
Specialties
Facts
| Firm | McKee Investment Planning |
|---|---|
| Based in | Clermont, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $98.7M across 647 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, GA, SC · CRD 4551443 |
| Exams passed | Series 66 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.mckeeinvestments.com |
How Arthur's firm compares
- McKee Investment Planning's average account is about $153,000, from its Form ADV (assets managed divided by 647 accounts).
Request an introduction to Arthur
Tell Arthur a little about what you're looking for. Arthur isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Arthur
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- McKee Investment Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.