Fee-OnlyFinder

McKay Wealth Management Group LLC

Financial planning in Richmond, VA

State registeredNo commissions reported

Call (804) 447-1708Send a messageMap ↗

Public-record details

Address
2920 W Broad St, Suite 208, Richmond, VA 23230
Phone
(804) 447-1708
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
CRD number
281578
Registration
State registered: VA
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; Educational seminars/workshops
Regulatory assets under management
$58.5 million
Accounts managed
212
Clients reported (Form ADV 5.D)
79
Individual / high-net-worth clients
40 / 37
Employees
2
Other business activities (Form ADV 6.A)
Also active as: insurance broker or agent
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-24

State registered (VA) investment adviser, CRD 281578, 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

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 Richmond

1607 Capital Partners, LLC13 S. 13th Street, Suite 400 · Richmond, VA 23219 · (804) 525-1750 · % of assets managedCRD 144758 · % of assets, Performance-based fees · $3.5 billion AUMSEC registeredNo commissions reported3chopt Investment Partners LLC1801 Libbie Avenue; Suite 106 · Richmond, VA 23226 · (804) 401-1840 · Financial planningCRD 319125 · % of assets · $889.4 million AUMSEC registeredNo commissions reportedAcima Private Wealth LLC1801 Bayberry Court, Suite 301 · Richmond, VA 23226 · (804) 422-8450 · Financial planningCRD 281496 · % of assets, Other · $420.4 million AUMSEC registeredNo commissions reportedAgincourt Capital Management, LLC200 South 10th Street, Suite 800 · Richmond, VA 23219 · (804) 648-1111 · % of assets managedCRD 112096 · % of assets, Performance-based fees · $10.0 billion AUMSEC registeredNo commissions reportedAlpha Advisors, LLC3951 Westerre Parkway, Suite 130 · Richmond, VA 23233 · (804) 754-8532 · Financial planningCRD 118107 · % of assets, Fixed fees · $256.1 million AUMSEC registeredNo commissions reportedAlpha Omega Wealth Management, LLC7202 Glen Forest Drive, Suite 300 · Richmond, VA 23226 · (804) 955-1600 · Financial planningCRD 149842 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedAscent Financial Group413 Stuart Circle, Suite 220 · Richmond, VA 23220 · (804) 602-2121 · Financial planningCRD 325706 · % of assets · $100.8 million AUMSEC registeredNo commissions reportedAspan Capital LLC8401 Mayland Dr, #7490 · Richmond, VA 23294 · (240) 528-8003CRD 340311 · Performance-based feesState registeredNo commissions reported

All 58 in Richmond →