Emily McCartney
Mccartney Wealth Management · Saint Louis, Missouri
Emily McCartney is a fee-only financial advisor at Mccartney Wealth Management in Saint Louis, Missouri. Mccartney Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Mccartney Wealth Management |
|---|---|
| Based in | Saint Louis, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $220.7M across 473 accounts |
| SEC registration | Investment adviser representative in MO · CRD 6849600 |
| Exams passed | Series 65 (2017) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.mccwm.com |
| Profile |
How Emily's firm compares
- Mccartney Wealth Management's average account is about $467,000, from its Form ADV (assets managed divided by 473 accounts).
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Questions about Emily
Is Emily McCartney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Emily holds no broker registration, and Mccartney Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Emily charge for financial advice?
Emily's firm, Mccartney Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Emily McCartney based?
Emily McCartney is based in Saint Louis, Missouri.
Is Emily McCartney registered with the SEC?
Yes. Emily McCartney is registered as an investment adviser representative in MO (CRD 6849600), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mccartney Wealth Management manage?
Mccartney Wealth Management reports $220.7M across 473 accounts in assets under management.
How do I contact Emily McCartney?
Through Emily's website, www.mccwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Saint Louis
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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