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The fee is billed in arrears, is negotiable and has a $9,750 annual minimum.","source":"MCWS ADV PART 2A 2026, filed 23 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does McKinley Carter Wealth Services use?","answer":"McKinley Carter Wealth Services’ separately managed account assets are held at Fidelity Distributors Company LLC (Covington, KY), with $1.12B and Charles Schwab & Co., Inc. (Cincinnati, OH), with $1.11B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does McKinley Carter Wealth Services have?","answer":"McKinley Carter Wealth Services has 27 investment adviser representatives registered with state securities authorities, out of 32 employees, and 27 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does McKinley Carter Wealth Services invest in?","answer":"At the end of its last fiscal year, McKinley Carter Wealth Services’ separately managed accounts held 72% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities, 4% cash and equivalents, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: Assets Held Outside of Primary Custodians Comprised of Annuities, Mutual Funds, Equity, Fixed Income and Cash.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns McKinley Carter Wealth Services?","answer":"McKinley Carter Wealth Services’ direct owners are David McKinley (50% to 75%), Brian Gongaware (10% to 25%) and Tyrone Phillippi (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does McKinley Carter Wealth Services get paid?","answer":"McKinley Carter Wealth Services is paid through a percentage of assets under management, hourly charges and fixed fees. 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