Alyssa Reed
McNamara Financial of the Merrimack Valley · Marshfield, Massachusetts
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.
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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 |
| Assets under management | $797.9M across 2,672 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, TX · CRD 4948980 |
| Exams passed | Series 63 (2005) · Series 65 (2006) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | mcnamaraofthemerrimack.com |
| Profile |
How Alyssa's firm compares
- McNamara Financial of the Merrimack Valley's average account is about $299,000, from its Form ADV (assets managed divided by 2,672 accounts).
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Questions about Alyssa
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.
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
- McNamara Financial of the Merrimack Valley website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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