Gerrond McKee
Lifeway Financial · Plano, Texas
Gerrond McKee is a fee-only financial advisor at Lifeway Financial in Plano, Texas, who holds the CFP credential. Gerrond focuses on retirement planning, tax planning and estate & legacy planning. Lifeway Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Divorced individuals
- Mid-life transitions
Facts
| Firm | Lifeway Financial |
|---|---|
| Based in | Plano, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $358.7M across 491 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5551947 |
| Exams passed | Series 65 (2008) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.lifewayfinancial.com |
| Profile |
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Questions about Gerrond
Is Gerrond McKee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gerrond holds no broker registration, and Lifeway Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gerrond charge for financial advice?
Gerrond's firm, Lifeway Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Gerrond McKee based?
Gerrond McKee is based in Plano, Texas.
What does Gerrond specialize in?
Gerrond's specialties include retirement planning, tax planning, estate & legacy planning and divorce financial planning. Gerrond works with divorced individuals and mid-life transitions.
What credentials does Gerrond McKee hold?
Gerrond McKee holds the CFP credential.
Is Gerrond McKee registered with the SEC?
Yes. Gerrond McKee is registered as an investment adviser representative in TX (CRD 5551947), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lifeway Financial manage?
Lifeway Financial reports $358.7M across 491 accounts in assets under management.
How do I contact Gerrond McKee?
Through Gerrond's website, www.lifewayfinancial.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
- Lifeway Financial 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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