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MCCORMACK FINANCIAL PLANNING INC.

ATLANTA, GA · CRD 136857 · IAPD ↗ · mccormackfp.com · 404-236-7316

$115.7MRegulatory AUM
3Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2025 — MCCORMACK FINANCIAL PLANNING INC. (ATLANTA, GA) is newly SEC-registered with $103.0M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.