McGinnis McCoy
Prism Advisors · Studio City, California
McGinnis McCoy is a fee-only financial advisor at Prism Advisors in Studio City, California. Prism Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Prism Advisors |
|---|---|
| Based in | Studio City, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $515.1M across 720 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 1708167 |
| Exams passed | Series 63 (1987) · Series 65 (1994) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | prismadvisors.com |
How McGinnis's firm compares
- Prism Advisors's average account is about $715,000, from its Form ADV (assets managed divided by 720 accounts).
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Questions about McGinnis
Is McGinnis McCoy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: McGinnis holds no broker registration, and Prism Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does McGinnis charge for financial advice?
McGinnis's firm, Prism Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is McGinnis McCoy based?
McGinnis McCoy is based in Studio City, California.
Is McGinnis McCoy registered with the SEC?
Yes. McGinnis McCoy is registered as an investment adviser representative in CA and TX (CRD 1708167), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Prism Advisors manage?
Prism Advisors reports $515.1M across 720 accounts in assets under management.
How do I contact McGinnis McCoy?
Through McGinnis's website, prismadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Studio City
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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