Macro Wealth Advisors, INC.

Financial planning in McKinney, TX

State registeredNo commissions reported

Call (214) 387-4647 Send a message Map ↗

Public-record details

Address: 3109 Gillespie Rd., McKinney, TX 75072
Phone: (214) 387-4647
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
Legal name: Macro Financial Advisors, INC
CRD number: 127586
Registration: State registered: TX
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management: $20.8 million
Accounts managed: 29
Clients reported (Form ADV 5.D): 29
Individual / high-net-worth clients: 13 / 16
Employees: 3
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-24

State registered (TX) investment adviser, CRD 127586, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 127586 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in McKinney

Align Financial Advisors, LLC6401 Eldorado Pkwy, Suite 420 · McKinney, TX 75070 · (214) 519-8750 · Financial planningCRD 333905 · % of assets, Hourly charges, Fixed fees · $73.6 million AUMState registeredNo commissions reported Corus Family Wealth Advisors, INC.5900 S. Lake Forest Drive, Suite 280 · McKinney, TX 75070 · (972) 422-1010 · Financial planningCRD 114702 · % of assets, Hourly charges, Fixed fees · $619.5 million AUMSEC registeredNo commissions reported Fbs Securities3900 S Stonebridge Dr, Suite 1104 · McKinney, TX 75070 · (214) 307-4320 · Financial planningCRD 326538 · % of assets, Hourly charges, Fixed fees · $58.7 million AUMState registeredNo commissions reported Gray Financial Planning LLC208 E Louisiana Street, Suite 319 · McKinney, TX 75069 · (469) 422-6082 · Financial planningCRD 157583 · % of assets, Hourly charges, Fixed fees · $5.6 million AUMState registeredNo commissions reported Kopion Asset Management, LLC400 W. Louisiana Street · McKinney, TX 75069 · (214) 425-7027 · % of assets managedCRD 152693 · % of assets · $142.6 million AUMSEC registeredNo commissions reported Krishna Wealth Planning5900 S Lake Forest Dr, Ste 300 · McKinney, TX 75070 · (214) 901-7526 · Financial planningCRD 304613 · % of assets, Hourly charges, Fixed fees · $37.3 million AUMState registeredNo commissions reported Nashional Investments5900 S Lake Forest, Suite 300 · McKinney, TX 75070 · Hourly feesCRD 289955 · % of assets, Hourly charges, Fixed fees · $16.5 million AUMState registeredNo commissions reported Succession Financial, INC300 E. Davis Street, Ste. 152 · McKinney, TX 75069 · (214) 334-6261 · Financial planningCRD 336434 · % of assets, Fixed fees · $210.3 million AUMSEC registeredNo commissions reported

All 11 in McKinney →