# Alyssa Reed

> Alyssa Reed is a fee-only financial advisor at McNamara Financial of the Merrimack Valley in Marshfield, Massachusetts, who holds the CFP credential. McNamara Financial of the Merrimack Valley reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/alyssa-reed/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** McNamara Financial of the Merrimack Valley
- **Based in:** Marshfield, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $797.9M across 2,672 accounts
- **Credentials:** CFP
- **CRD:** 4948980 (https://adviserinfo.sec.gov/individual/summary/4948980)
- **SEC registration:** Investment adviser representative in MA, TX
- **Exams passed:** Series 63 (2005), Series 65 (2006)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://mcnamaraofthemerrimack.com/

## Frequently asked questions

### Is Alyssa Reed a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Alyssa holds no broker registration, and McNamara Financial of the Merrimack Valley reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Alyssa charge for financial advice?

Alyssa's firm, McNamara Financial of the Merrimack Valley, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Alyssa Reed based?

Alyssa Reed is based in Marshfield, Massachusetts.

### What credentials does Alyssa Reed hold?

Alyssa Reed holds the CFP credential.

### Is Alyssa Reed registered with the SEC?

Yes. Alyssa Reed is registered as an investment adviser representative in MA and TX (CRD 4948980), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does McNamara Financial of the Merrimack Valley manage?

McNamara Financial of the Merrimack Valley reports $797.9M across 2,672 accounts in assets under management.

### How do I contact Alyssa Reed?

Through Alyssa's website, mcnamaraofthemerrimack.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4948980): 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
- The firm's website (https://mcnamaraofthemerrimack.com/): specialties, clients served, and fees, checked October 30, 2026

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