David McKee
Accordant Advisory Group · Annapolis, Maryland
David McKee is a fee-only financial advisor at Accordant Advisory Group in Annapolis, Maryland, who holds the CFP credential. Accordant Advisory Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Accordant Advisory Group |
|---|---|
| Based in | Annapolis, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $278.0M across 471 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, TX, VA · CRD 2512331 |
| Exams passed | Series 63 (1994) · Series 65 (1994) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | planaccordingly.com |
| Profile |
How David's firm compares
- Accordant Advisory Group's average account is about $590,000, from its Form ADV (assets managed divided by 471 accounts).
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Questions about David
Is David McKee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Accordant Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Accordant Advisory Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is David McKee based?
David McKee is based in Annapolis, Maryland.
What credentials does David McKee hold?
David McKee holds the CFP credential.
Is David McKee registered with the SEC?
Yes. David McKee is registered as an investment adviser representative in MD, TX and VA (CRD 2512331), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Accordant Advisory Group manage?
Accordant Advisory Group reports $278.0M across 471 accounts in assets under management.
How do I contact David McKee?
Through David's website, planaccordingly.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Annapolis
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
- 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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