SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
McCormack Financial Planning Inc.
Atlanta, GA
CRD 136857
Firm filing updated February 5, 2026 ·
- $115.7MAssets
- 132Clients
- 3Advisory staff
- 549Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals96
- High net worth individuals36
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 96 | $32.7 million |
| High net worth individuals | 36 | $83.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
See all 4 services
- Other: "ASSET ALLOCATION SERVICES"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Other: "ASSET ALLOCATION SERVICES"
Assets and accounts
- Regulatory assets$115.7 million
- Accounts549
- DiscretionaryAll accounts
People
- Employees3
- Advisory staff3
- Broker-dealer reps3
- Licensed insurance agents2
- Planning clients101 to 250
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 136857, SEC file 801-133728.
- Registered with the SEC as an investment advisor (status date on record: June 23, 2025).
Is McCormack Financial Planning Inc. a fiduciary?
Short answer: McCormack Financial Planning Inc. is registered with the SEC as an investment advisor. Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 3 staff are broker-dealer representatives. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
2 staff are licensed insurance agents.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.