# Katie Macdonald

> Katie Macdonald is a fee-only financial advisor at MacDonald Wealth Management in Mansfield, Massachusetts, who holds the CFP credential. Katie focuses on retirement planning, estate & legacy planning and tax planning. MacDonald Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** MacDonald Wealth Management
- **Based in:** Mansfield, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $38.4M across 278 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners
- **Works with:** Early-career professionals
- **CRD:** 4836269 (https://adviserinfo.sec.gov/individual/summary/4836269)
- **SEC registration:** Investment adviser representative in MA, NH, RI, TX
- **Exams passed:** Series 63 (2008), Series 65 (2008)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.macdonaldwealth.net/

## Frequently asked questions

### Is Katie Macdonald a fee-only financial advisor?

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

### How does Katie charge for financial advice?

Katie's firm, MacDonald Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Katie Macdonald based?

Katie Macdonald is based in Mansfield, Massachusetts.

### What does Katie specialize in?

Katie's specialties include retirement planning, estate & legacy planning, tax planning and small business owners. Katie works with early-career professionals.

### What credentials does Katie Macdonald hold?

Katie Macdonald holds the CFP credential.

### Is Katie Macdonald registered with the SEC?

Yes. Katie Macdonald is registered as an investment adviser representative in MA, NH, RI and TX (CRD 4836269), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does MacDonald Wealth Management manage?

MacDonald Wealth Management reports $38.4M across 278 accounts in assets under management.

### How do I contact Katie Macdonald?

Through Katie's website, www.macdonaldwealth.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4836269): 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.macdonaldwealth.net/): 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.