Cassandra Gegenheimer
McKee Investment Planning · Wilmington, Delaware
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.
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Specialties
Facts
| Firm | McKee Investment Planning |
|---|---|
| Based in | Wilmington, Delaware |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $98.7M across 647 accounts |
| SEC registration | Investment adviser representative in FL · CRD 7962409 |
| Exams passed | Series 65 (2024) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.mckeeinvestments.com |
How Cassandra's firm compares
- McKee Investment Planning's average account is about $153,000, from its Form ADV (assets managed divided by 647 accounts).
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Questions about Cassandra
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.
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.
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