Katie Macdonald
MacDonald Wealth Management · Mansfield, Massachusetts
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.
Request an introduction to Katie →
Specialties
Who they serve
- Early-career professionals
Facts
| Firm | MacDonald Wealth Management |
|---|---|
| Based in | Mansfield, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $38.4M across 278 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, NH, RI, TX · CRD 4836269 |
| Exams passed | Series 63 (2008) · Series 65 (2008) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.macdonaldwealth.net |
| Profile |
Request an introduction to Katie
Tell Katie a little about what you're looking for. Katie 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 Katie
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.
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
- MacDonald Wealth Management 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.