← Directory
MCCORMACK FINANCIAL PLANNING INC.
CRD 136857File 801-133728
APPROVED
Retail clients
Custody
Filing as of Feb 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$115.7M
Bottom 25% of cohort (national)
Discretionary AUM
$115.7M
Clients
132
549 accounts
Employees
3
Bottom 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 23, 2025
- Principal office
- 5605 GLENRIDGE DRIVE, SUITE 950, ATLANTA, GA, 30342
- Phone
- 404-236-7316
- Website
- HTTP://WWW.MCCORMACKFP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $115.7M
- Discretionary AUM
- $115.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 549
- Non-discretionary accounts
- 0
- Total accounts
- 549
- AUM per client
- $877K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 36 | $83.0M |
| Individuals (other than high net worth individuals) | 96 | $32.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.