Kate Chilson
MG Financial · Braintree, Massachusetts
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.
Request an introduction to Kate →
Specialties
Who they serve
- Ultra high net worth
- Founders
Facts
| Firm | MG Financial |
|---|---|
| Based in | Braintree, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $1.13B across 137 accounts |
| SEC registration | Investment adviser representative in MA · CRD 7245220 |
| Exams passed | Series 65 (2025) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.mgfinancial.com |
| Profile |
Request an introduction to Kate
Tell Kate a little about what you're looking for. Kate isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kate
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.
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
- MG Financial 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.
See something wrong? Request a correction. Read our methodology.