# McKee Investment Planning, Inc.

> McKee Investment Planning, Inc. is a state-registered investment advisory firm in Clermont, FL, registered since 2004, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.

- CRD: 126676
- Filed as: MCKEE INVESTMENT PLANNING, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Clermont, FL
- Filing period: October 2026
- Form ADV filing dated: February 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/126676
- AdvisorCensus page: https://advisorcensus.com/firm/mckee-investment-planning-inc-clermont-fl-126676

## Quick answers

**How is McKee Investment Planning, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), McKee Investment Planning, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is McKee Investment Planning, Inc. located?**
McKee Investment Planning, Inc.'s principal office is in Clermont, FL, according to its Form ADV.

**Is McKee Investment Planning, Inc. registered with the SEC or a state?**
McKee Investment Planning, Inc. is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 126676.

**How much does McKee Investment Planning, Inc. manage?**
McKee Investment Planning, Inc. reports $98,742,368 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (100% discretionary).

**What types of clients does McKee Investment Planning, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (620); high net worth individuals (27).

**Does McKee Investment Planning, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/126676

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $98,742,368
- Discretionary: $98,742,368
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 620 | $50,243,075 |
| High net worth individuals | 27 | $48,499,293 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2004 (22 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [mckeeinvestments.com](https://mckeeinvestments.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McKee Investment Planning, Inc. (CRD 126676): Form ADV filing data as of October 2026.