# Cassandra Gegenheimer

> Cassandra Gegenheimer is a fee-only financial advisor at McKee Investment Planning in Wilmington, Delaware. Cassandra 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/cassandra-gegenheimer/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** McKee Investment Planning
- **Based in:** Wilmington, Delaware
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $98.7M across 647 accounts
- **Specialties:** Retirement planning
- **CRD:** 7962409 (https://adviserinfo.sec.gov/individual/summary/7962409)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2024)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.mckeeinvestments.com

## Frequently asked questions

### Is Cassandra Gegenheimer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Cassandra 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 Cassandra charge for financial advice?

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

### Where is Cassandra Gegenheimer based?

Cassandra Gegenheimer is based in Wilmington, Delaware.

### What does Cassandra specialize in?

Cassandra's specialties include retirement planning.

### Is Cassandra Gegenheimer registered with the SEC?

Yes. Cassandra Gegenheimer is registered as an investment adviser representative in FL (CRD 7962409), 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 Cassandra Gegenheimer?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7962409): 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.