7489 N. First Street, Suite 102, Fresno, CA 93720

aaron@mckellwealthplanning.com

Home
About
- How We Help
- Mission Statement
Services
Our Team
- Meet the Team
Reviews
Resources
Make an Appointment

Personal Information Form

Name

Email
Address

Message

Prohibit the sale of personal information

Request copies of personal information

Request deletion of personal information

Thank you! Oops!

Contact

Office: (559) 579-1985

7489 N. First Street

Suite 102

Fresno, CA 93720

CPA

aaron@mckellwealthplanning.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

The content is developed from sources believed to be providing accurate information. This site is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Portside Wealth Group LLC, its affiliated companies, and their representatives and employees do not give legal or tax advice. We encourage you to consult your tax advisor or attorney.

Securities offered through Securities Simplicity Investments, Inc. Member FINRA/SIPC, 303-797-9080. Investment Advisory Representative of, and Advisory Services offered through, Portside Wealth Group, LLC (“Portside Wealth”), an SEC Registered Investment Advisor. McKell Wealth Planning and Portside Wealth Group, LLC are not affiliated with Simplicity Investments, Inc. Each firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the Advisor referenced in this disclosure has attained a particular level of skill or ability.

SMS Terms of Service

By opting into SMS from a web form or other medium, you are agreeing to receive SMS messages from McKell Wealth Planning. This includes SMS messages for conversations (external). Message frequency varies. Message and data rates may apply. SMS consent is not shared with third parties. See privacy policy at www.mckellwealthplanning.com. Message HELP for help. Reply STOP to any message to opt out.

Form ADV | Form CRS | Privacy Policy