# Andrea McNamara

> Andrea McNamara is a fee-only financial advisor at Washington Trust Advisors in Providence, Rhode Island, who holds the CFP credential. Washington Trust Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Washington Trust Advisors
- **Based in:** Providence, Rhode Island
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $2.39B across 1,779 accounts
- **Credentials:** CFP
- **CRD:** 4338312 (https://adviserinfo.sec.gov/individual/summary/4338312)
- **SEC registration:** Investment adviser representative in CT, MA, RI
- **Exams passed:** Series 63 (2001), Series 66 (2003)
- **Firm size:** 21 employees
- **Disclosures:** None reported
- **Website:** http://www.washtrustwealth.com

## Frequently asked questions

### Is Andrea McNamara a fee-only financial advisor?

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

### How does Andrea charge for financial advice?

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

### Where is Andrea McNamara based?

Andrea McNamara is based in Providence, Rhode Island.

### What credentials does Andrea McNamara hold?

Andrea McNamara holds the CFP credential.

### Is Andrea McNamara registered with the SEC?

Yes. Andrea McNamara is registered as an investment adviser representative in CT, MA and RI (CRD 4338312), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Washington Trust Advisors manage?

Washington Trust Advisors reports $2.39B across 1,779 accounts in assets under management.

### How do I contact Andrea McNamara?

Through Andrea's website, www.washtrustwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4338312): 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.