Allison Crate
Mayflower Advisors · Boston, Massachusetts
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.
Request an introduction to Allison →
Facts
| Firm | Mayflower Advisors |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $5.82B across 2,924 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 4046693 |
| Exams passed | Series 66 (2000) |
| Firm size | 33 employees |
| Disclosures | None reported |
| Website | mayfloweradvisors.com |
| Profile |
How Allison's firm compares
- Mayflower Advisors's average account is about $2.0 million, from its Form ADV (assets managed divided by 2,924 accounts).
Request an introduction to Allison
Tell Allison a little about what you're looking for. Allison isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Allison
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.