Katelyn Mahon
Peddock Capital Advisors · Braintree, Massachusetts
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.
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Specialties
Who they serve
- Early-career professionals
- Ultra high net worth
Facts
| Firm | Peddock Capital Advisors |
|---|---|
| Based in | Braintree, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $836.2M across 500 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, NJ · CRD 6208246 |
| Exams passed | Series 63 (2013) · Series 65 (2015) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | peddock.com |
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Questions about Katelyn
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.
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
- Peddock Capital Advisors 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.
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