McCormack Financial Planning Inc.

EST. AUM
$115,737,255

CONTACTS
3

CLIENT ACCOUNTS
549

Firm Details

Metro area Atlanta
CRD Number 136857
Website mccormackfp.com
Client types

Overview

McCormack Financial Planning Inc. is an SEC‑registered, independent investment advisory firm located in Atlanta, Georgia. Founded in 1998, the firm specializes in personalized financial planning and portfolio management for individuals and small businesses. It maintains a fiduciary duty, striving for transparency and acting in clients' best interests, charging based on assets under management, hourly fees, and fixed fees.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

McCormack Financial Planning Inc.

Platform Details

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