M
McKinney-X LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
McKinney-X LLC provides lifecycle financial planning and investment advice to individuals, business entities, and high‑net‑worth clients, delivering comprehensive plans and recommendations across mutual funds, fixed income, annuities, stocks and ETFs. The firm’s brochure indicates it was formed in 2025 and currently reports no assets under management.
The firm applies fundamental analysis and modern portfolio theory, documents client risk tolerances in Investment Policy Statements, and operates on a nondiscretionary basis while offering quarterly account reviews and optional automatic rebalancing through its custodian platform. McKinney‑X emphasizes tailored plans built from client quantitative data and discloses a fiduciary allocation policy intended to treat investment opportunities equitably among clients.
Several features are unusual for peers: McKinney‑X publishes a quarterly newsletter called “Boss Own” (including a YouTube channel) and offers community seminars and workshops at no cost for attendees, targeted in part to nontraditional workers. It also expressly selects and refers other advisers and service providers with documented vetting, maintains a standard operating procedure for protection of older or vulnerable persons, and uses negotiated hourly and fixed planning fees in addition to AUM-based arrangements while disclosing operational relationships with a custodian and CRM provider.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
General retirement planning
Income planning
Tax-loss harvesting
College savings (529s, UTMA, etc.)
Planning for children with special needs
Occupation focus
Self-Employed
Founder/Business Owner
Executive
Fee options
Fixed fees for comprehensive financial plans start at $600; final fee depends on client complexity and estimated hours
$1 - $1,000,000: 1.10% annually $1,000,001 - $2,000,000: 0.85% annually $2,000,001 - $3,000,000: 0.65% annually $3,000,001 - $10,000,000: 0.50% annually $10,000,001 - $100,000,000: 0.50% annually
Hourly fees range from $100 to $400 per hour depending on service and client tier
Ongoing support retainer agreements available starting at $100 per hour for implementation reviews and coaching
Fee-only: Financial planning fees starting at $600 fixed fee for comprehensive plans; hourly fees from $100 to $400 per hour depending on client tier and service
Main office location
McKinney-X LLC
North Las Vegas NV, United States
Number of offices
1
Most active in
McKinney-X LLC has reported serving >5 clients in these states in the last 12 months.
Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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