# Allison Crate

> Allison Crate is a fee-only financial advisor at Mayflower Advisors in Boston, Massachusetts, who holds the CFP credential. Mayflower Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/allison-crate/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Mayflower Advisors
- **Based in:** Boston, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $5.82B across 2,924 accounts
- **Credentials:** CFP
- **CRD:** 4046693 (https://adviserinfo.sec.gov/individual/summary/4046693)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 66 (2000)
- **Firm size:** 33 employees
- **Disclosures:** None reported
- **Website:** https://mayfloweradvisors.com/

## Frequently asked questions

### Is Allison Crate a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Allison holds no broker registration, and Mayflower Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Allison charge for financial advice?

Allison's firm, Mayflower Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Allison Crate based?

Allison Crate is based in Boston, Massachusetts.

### What credentials does Allison Crate hold?

Allison Crate holds the CFP credential.

### Is Allison Crate registered with the SEC?

Yes. Allison Crate is registered as an investment adviser representative in MA (CRD 4046693), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Mayflower Advisors manage?

Mayflower Advisors reports $5.82B across 2,924 accounts in assets under management.

### How do I contact Allison Crate?

Through Allison's website, mayfloweradvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4046693): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.