Delaney Mccoy
Delaney Mccoy is a registered investment advisor at Strategic Financial Concepts, LLC, based in Norman, OK, with 2 years of industry experience. Delaney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 3,290 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees may be negotiable based on individual client circumstances. Managed accounts may be subject to an account maintenance fee of $15.00 per quarter for accounts valued lower than $75,000 depending upon the custodian.
Fee Estimator
Location
808 24th Ave. NW, Suite 202, Norman, OK, 73069
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Delaney operates NFA Wealth Management as a DBA for LPL business, dedicating full-time hours to it. Delaney is also a non-variable insurance agent with National Financial Alliance, spending about 10-20% of their time on this activity, and is a registered investment advisor DBA with Strategic Financial Concepts, LLC, dedicating full-time hours to it. Delaney also owns 2B LLC, spending minimal time on it.
Employment History
Current Registrations
Strategic Financial Concepts, LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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