# Brian McGivern

> Brian McGivern is a fee-only financial advisor at Stonestreet Financial in Stoughton, Massachusetts. Brian charges a percentage of assets, a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee (ongoing planning from $2,400 a year and one-time plans from $1,250) and focuses on founders (pre-exit), small business owners and tax planning.

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

## Facts

- **Firm:** Stonestreet Financial
- **Based in:** Stoughton, Massachusetts
- **Fee model:** Percentage of assets; Flat fee or retainer; Hourly; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $2,400 a year; one-time plans from $1,250; $200 an hour; 1% a year on the first tier of assets managed
- **Assets under management (firm):** $5.3M across 46 accounts
- **Specialties:** Founders (pre-exit), Small business owners, Tax planning, Estate & legacy planning, Retirement planning
- **Works with:** Founders, High earners
- **CRD:** 5438260 (https://adviserinfo.sec.gov/individual/summary/5438260)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 66 (2009)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.stonestreetfinancialinc.com

## Frequently asked questions

### Is Brian McGivern a fee-only financial advisor?

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

### How does Brian charge for financial advice?

Brian charges a percentage of assets, a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee.

### How much does Brian charge?

According to Stonestreet Financial's website, checked October 30, 2026: ongoing planning from $2,400 a year; one-time plans from $1,250; $200 an hour; 1% a year on the first tier of assets managed.

### Where is Brian McGivern based?

Brian McGivern is based in Stoughton, Massachusetts.

### What does Brian specialize in?

Brian's specialties include founders (pre-exit), small business owners, tax planning, estate & legacy planning and retirement planning. Brian works with founders and high earners.

### Is Brian McGivern registered with the SEC?

Yes. Brian McGivern is registered as an investment adviser representative in MA (CRD 5438260), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Stonestreet Financial manage?

Stonestreet Financial reports $5.3M across 46 accounts in assets under management.

### How do I contact Brian McGivern?

Through Brian's website, www.stonestreetfinancialinc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5438260): 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://www.stonestreetfinancialinc.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.