Samuel McKee
Accordant Advisory Group · Annapolis, Maryland
Samuel McKee is a fee-only financial advisor at Accordant Advisory Group in Annapolis, Maryland. Accordant Advisory Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Accordant Advisory Group |
|---|---|
| Based in | Annapolis, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $278.0M across 471 accounts |
| SEC registration | Investment adviser representative in MD · CRD 7394597 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | planaccordingly.com |
How Samuel's firm compares
- Accordant Advisory Group's average account is about $590,000, from its Form ADV (assets managed divided by 471 accounts).
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Questions about Samuel
Is Samuel McKee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel holds no broker registration, and Accordant Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Samuel charge for financial advice?
Samuel's firm, Accordant Advisory Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Samuel McKee based?
Samuel McKee is based in Annapolis, Maryland.
Is Samuel McKee registered with the SEC?
Yes. Samuel McKee is registered as an investment adviser representative in MD (CRD 7394597), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Accordant Advisory Group manage?
Accordant Advisory Group reports $278.0M across 471 accounts in assets under management.
How do I contact Samuel McKee?
Through Samuel's website, planaccordingly.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Annapolis
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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