MacKay Financial Planning
Springfield, Missouri
MacKay Financial Planning at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 68 individual clients, 35 of them high net worth.
- Its average account is about $458,000 (assets it manages divided by its 384 accounts).
- Its ongoing planning fee starts at $6,000 a year, above the Missouri median of $4,770.
- Its website says it's taking new clients.
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Springfield, Missouri |
|---|---|
| Website | mackayfinancialplanning.com |
| [email protected] | |
| Phone | (417) 268-9191 |
Questions about MacKay Financial Planning
How much does MacKay Financial Planning charge?
MacKay Financial Planning publishes these prices: ongoing planning: from $6,000 a year; one-time plan: from $3,000; hourly: $250 an hour. We found this on its website, checked October 28, 2026.
Does MacKay Financial Planning have an account minimum?
No. MacKay Financial Planning says it has no account minimum. We found this on its website, checked October 28, 2026.
How is MacKay Financial Planning paid?
MacKay Financial Planning's Form ADV says it is paid by: percentage of assets, hourly.
How many advisors does MacKay Financial Planning have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at MacKay Financial Planning, and 1 hold the CFP.
What is the average account at MacKay Financial Planning?
MacKay Financial Planning's average account is about $458,000. That's the assets on its Form ADV divided by its 384 accounts.
What does MacKay Financial Planning specialize in?
MacKay Financial Planning's advisors and website list retirement planning.
Is MacKay Financial Planning accepting new clients?
Yes, according to MacKay Financial Planning's website, checked October 28, 2026.
MacKay Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,000 a year |
|---|---|
| One-time plan | From $3,000 |
| Hourly | $250 an hour |
| Account minimum | None |
| How it charges | Flat fee · Hourly · Ongoing planning fee · One-time plans or projects · Percentage of assets |
In the firm's words
"$ 250/hr $1500 min./qtr" source
"Typical Project Financial Plans range from $3,000-$4,000." source
"$ 250/hr $1500 min./qtr" source
"(No account minimum)" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $176 million |
| Individual clients | 33 |
| High-net-worth clients | 35 |
| Accounts managed | 384 |
| Employees | 2 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-132302) |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 169583 |