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Jim MacKay Financial Planning, LLC

● SEC registered since 2025CRD 169583SEC# 801-132302Springfield, MO
Export (members)
Reg. AUM
$140.1M
Employees
2
Accounts
313
Location
Springfield, MO

Jim MacKay Financial Planning, LLC assets under management

Jim MacKay Financial Planning, LLC is a registered investment adviser overseen by the SEC based in Springfield, MO. The firm has been registered since 2025. It reports $140.1 million in regulatory assets under management and employs 2 people.
mackayfinancialplanning.comView on SEC.gov ↗

Jim MacKay Financial Planning, LLC owners & executives

2 reported
NameTitleOwnershipSince
Darci MacKayNon-Member ManagerUnder 5%2018
James Lewis MacKay ControlManaging Member/CcoOver 75%2013

Frequently asked questions

How much does Jim MacKay Financial Planning, LLC manage?

Jim MacKay Financial Planning, LLC reports $140.1 million in regulatory assets under management on its Form ADV.

How many employees does Jim MacKay Financial Planning, LLC have?

Jim MacKay Financial Planning, LLC reports 2 employees.

Where is Jim MacKay Financial Planning, LLC located?

Jim MacKay Financial Planning, LLC is based in Springfield, MO and has been SEC-registered since 2025.

Does Jim MacKay Financial Planning, LLC disclose fund performance?

Jim MacKay Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2142 W. Chesterfield Blvd, E201, Springfield, MO 65807
Phone417-268-9191
Fax417-553-4060
Office hoursBy Appointment
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$129.2M
Non-discretionary$10.9M
Total (RAUM)$140.1M