Jim MacKay
MacKay Financial Planning · Springfield, Missouri
Jim MacKay is a fee-only financial advisor at MacKay Financial Planning in Springfield, Missouri, who holds the CFP credential.
- $6,000
- Ongoing planning, per year, from
- $3,000
- One-time plan, from
- $250
- Hourly rate
- $176M
- Firm assets managed
What Jim focuses on
How does Jim's firm compare?
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Ongoing planning starts at $6,000 a year, above the Missouri median of $4,770 for fee-only firms that publish prices.
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A one-time plan starts at $3,000, above the Missouri median of $2,000 for fee-only firms that publish prices.
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The hourly rate is $250, below the US median of $300 for fee-only firms that publish prices.
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MacKay Financial Planning's average account is about $458,000, from its Form ADV (assets managed divided by 384 accounts).
Questions about Jim
Is Jim MacKay a fee-only financial advisor?
Yes. Jim MacKay is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jim's firm.
How does Jim MacKay charge for financial advice?
Jim MacKay charges a flat fee or retainer, hourly fees, an ongoing planning fee, a one-time planning fee and a percentage of assets.
How much does Jim MacKay charge?
According to MacKay Financial Planning's website, checked October 28, 2026: ongoing planning from $6,000 a year; one-time plans from $3,000; $250 an hour; no asset minimum.
Where is Jim MacKay based?
Jim MacKay is based in Springfield, Missouri.
What does Jim MacKay specialize in?
Jim MacKay's specialties include retirement planning.
What credentials does Jim MacKay hold?
Jim MacKay holds the CFP credential.
Is Jim MacKay registered with the SEC?
Yes. Jim MacKay is registered as an investment adviser representative in MO and TX (CRD 4425867), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does MacKay Financial Planning manage?
MacKay Financial Planning reports $176.0M across 384 accounts in assets under management.
How do I contact Jim MacKay?
Through Jim MacKay's website, mackayfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | MacKay Financial Planning |
|---|---|
| Based in | Springfield, Missouri |
| Fee model | Flat fee or retainer · Hourly · Ongoing planning fee · One-time planning fee · Percentage of assets |
| Fees (firm's website) | Ongoing planning from $6,000 a year · One-time plans from $3,000 · $250 an hour · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $176.0M across 384 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MO, TX · CRD 4425867 |
| Exams passed | Series 63 (2001) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | mackayfinancialplanning.com |
| Profile |
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Other fee-only advisors in Springfield
Other advisors in Missouri who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- MacKay Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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