# McKinney Financial Planning & Management

> McKinney Financial Planning & Management is a state-registered investment advisory firm in Vienna, VA, registered since 1996, with no regulatory assets under management reported in its Form ADV filing dated March 9, 2026.

- CRD: 117526
- Filed as: MCKINNEY FINANCIAL PLANNING & MANAGEMENT
- Legal name: McKinney, David Lewis
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Vienna, VA
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/117526
- AdvisorCensus page: https://advisorcensus.com/firm/mckinney-financial-planning-and-management-vienna-va-117526

## Quick answers

**How is McKinney Financial Planning & Management compensated?**
On its Form ADV (Item 5.E, October 2026), McKinney Financial Planning & Management reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is McKinney Financial Planning & Management located?**
McKinney Financial Planning & Management's principal office is in Vienna, VA, according to its Form ADV.

**Is McKinney Financial Planning & Management registered with the SEC or a state?**
McKinney Financial Planning & Management is a state-registered investment advisory firm, registered since 1996. Status as filed: APPROVED. CRD 117526.

**Does McKinney Financial Planning & Management 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/117526

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 1996 (29 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McKinney Financial Planning & Management (CRD 117526): Form ADV filing data as of October 2026.