ACCORDANT ADVISORY GROUP, INC.
SEC RegisteredBuilding your family's financial legacy
About the firm
Accordant Advisory Group combines generations of experience with a modern vision to provide steadfast financial guidance. With over 30 years of seasoned expertise, David McKee offers balanced, sophisticated guidance tailored to each client's unique financial journey.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning (401(k), 403(b), IRA analysis, retirement income strategies, Social Security and Medicare optimization), investment management (tax-efficient investing, personalized portfolio construction, risk tolerance assessment), wealth and legacy planning (estate plan review, charitable giving strategies, family financial education), and financial planning for business owners (succession planning, small business retirement plans, cash flow management).
Who they serve
Individuals planning for or nearing retirement, as well as business owners seeking to integrate their personal and business financial lives.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 108 | $39M |
| High Net Worth Individuals | 74 | $220M |
| Charitable Organizations | 1 | $5.3M |
| State/Municipal Entities | 3 | — |
3 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1 million | 2.25% |
| $1 million up to $2 million | 2.00% |
| $2 million up to $5 million | 1.75% |
| $5 million up to $10 million | 1.50% |
| $10 million and up | 1.25% |
Data as of February 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ACCORDANT ADVISORY GROUP, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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