# Rodney McKinnis

> Rodney McKinnis is a fee-only financial advisor at MACC IV Group in Chandler, Arizona. Rodney focuses on small business owners. MACC IV Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/rodney-mckinnis/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** MACC IV Group
- **Based in:** Chandler, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $41.2M across 375 accounts
- **Specialties:** Small business owners
- **Works with:** Retirees, Early-career professionals
- **CRD:** 2341594 (https://adviserinfo.sec.gov/individual/summary/2341594)
- **SEC registration:** Investment adviser representative in AZ, CA, GA, IL, MD, TX
- **Exams passed:** Series 63 (1993), Series 66 (2003)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.401ksmadesimple.com

## Frequently asked questions

### Is Rodney McKinnis a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Rodney holds no broker registration, and MACC IV Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Rodney charge for financial advice?

Rodney's firm, MACC IV Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Rodney McKinnis based?

Rodney McKinnis is based in Chandler, Arizona.

### What does Rodney specialize in?

Rodney's specialties include small business owners. Rodney works with retirees and early-career professionals.

### Is Rodney McKinnis registered with the SEC?

Yes. Rodney McKinnis is registered as an investment adviser representative in AZ, CA, GA, IL, MD and TX (CRD 2341594), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does MACC IV Group manage?

MACC IV Group reports $41.2M across 375 accounts in assets under management.

### How do I contact Rodney McKinnis?

Through Rodney's website, www.401ksmadesimple.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2341594): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.401ksmadesimple.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.