About Mccay Wealth Advisory LLC
<p>Founded in 2018, McCay Wealth Advisory LLC is a fee-only Registered Investment Advisor based in Manchester in Middle Tennessee, with a second office in nearby McMinnville. The firm works with individuals and businesses across Tennessee, Louisiana, Missouri, and Texas.</p> <p>McCay Wealth Advisory acts as an independent fiduciary and focuses on transparent, conflict-free guidance. It manages investment portfolios alongside financial planning, with services built around each client’s goals and cash-flow needs.</p> <p>As of 2026, the firm reports $0.4B in assets under management. It also offers 3(21) support for plan fiduciaries and sponsors who want help with investment selection and monitoring while keeping final decision-making authority.</p> <p>What sets the firm apart is its fee-only structure paired with hands-on planning work that covers both personal and business decisions, from retirement timelines to succession planning.</p> <ul> <li><a href="/plan-advisors">Plan advisor</a> services, including 3(21) fiduciary support</li> <li>Investment management and asset allocation</li> <li>Retirement planning and distribution planning</li> <li>Business succession planning</li> <li>Charitable giving strategies</li> </ul>
Website: https://www.mccaywealth.com/
Founded: 2018
Office Locations
- McMinnville, TN
- Manchester, TN (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $384.6M
Team Members
- Hayden H. Proffitt, Advisor
- Brent McCay, Chief Executive Officer & Managing Principal
- Suzy McCay, Chief Operating Officer & Investment Advisor Representative