# Katelyn Mahon

> Katelyn Mahon is a fee-only financial advisor at Peddock Capital Advisors in Braintree, Massachusetts, who holds the CFP credential. Katelyn focuses on retirement planning, estate & legacy planning and family wealth transfer. Peddock Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Peddock Capital Advisors
- **Based in:** Braintree, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $836.2M across 500 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Family wealth transfer, Small business owners
- **Works with:** Early-career professionals, Ultra high net worth
- **CRD:** 6208246 (https://adviserinfo.sec.gov/individual/summary/6208246)
- **SEC registration:** Investment adviser representative in MA, NJ
- **Exams passed:** Series 63 (2013), Series 65 (2015)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://peddock.com

## Frequently asked questions

### Is Katelyn Mahon a fee-only financial advisor?

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

### How does Katelyn charge for financial advice?

Katelyn's firm, Peddock Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Katelyn Mahon based?

Katelyn Mahon is based in Braintree, Massachusetts.

### What does Katelyn specialize in?

Katelyn's specialties include retirement planning, estate & legacy planning, family wealth transfer and small business owners. Katelyn works with early-career professionals and ultra high net worth.

### What credentials does Katelyn Mahon hold?

Katelyn Mahon holds the CFP credential.

### Is Katelyn Mahon registered with the SEC?

Yes. Katelyn Mahon is registered as an investment adviser representative in MA and NJ (CRD 6208246), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Peddock Capital Advisors manage?

Peddock Capital Advisors reports $836.2M across 500 accounts in assets under management.

### How do I contact Katelyn Mahon?

Through Katelyn's website, peddock.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6208246): 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.peddock.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.