# Kate Chilson

> Kate Chilson is a fee-only financial advisor at MG Financial in Braintree, Massachusetts. Kate focuses on tax planning, estate & legacy planning and founders (pre-exit). MG Financial reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** MG Financial
- **Based in:** Braintree, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $1.13B across 137 accounts
- **Specialties:** Tax planning, Estate & legacy planning, Founders (pre-exit)
- **Works with:** Ultra high net worth, Founders
- **CRD:** 7245220 (https://adviserinfo.sec.gov/individual/summary/7245220)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 65 (2025)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.mgfinancial.com

## Frequently asked questions

### Is Kate Chilson a fee-only financial advisor?

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

### How does Kate charge for financial advice?

Kate's firm, MG Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Kate Chilson based?

Kate Chilson is based in Braintree, Massachusetts.

### What does Kate specialize in?

Kate's specialties include tax planning, estate & legacy planning and founders (pre-exit). Kate works with ultra high net worth and founders.

### Is Kate Chilson registered with the SEC?

Yes. Kate Chilson is registered as an investment adviser representative in MA (CRD 7245220), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does MG Financial manage?

MG Financial reports $1.13B across 137 accounts in assets under management.

### How do I contact Kate Chilson?

Through Kate's website, www.mgfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7245220): 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.mgfinancial.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.