# Lily Taft

> Lily Taft is a fee-only financial advisor at Main Street Research in Lakeville, Connecticut, who holds the CFA credential. Lily charges a percentage of assets (1.25% a year on the first tier of assets managed) and focuses on estate & legacy planning and family wealth transfer.

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

## Facts

- **Firm:** Main Street Research
- **Based in:** Lakeville, Connecticut
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1.25% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $2.68B across 3,017 accounts
- **Credentials:** CFA
- **Specialties:** Estate & legacy planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 6395251 (https://adviserinfo.sec.gov/individual/summary/6395251)
- **SEC registration:** Investment adviser representative in CA, HI, NV, TX
- **Exams passed:** Series 65 (2019)
- **Firm size:** 24 employees
- **Disclosures:** None reported
- **Website:** http://www.ms-research.com

## Frequently asked questions

### Is Lily Taft a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Lily holds no broker registration, and Main Street Research reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Lily charge for financial advice?

Lily charges a percentage of assets.

### How much does Lily charge?

According to Main Street Research's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed.

### Does Lily work with clients virtually?

Yes. Main Street Research says on its website that it works with clients remotely.

### Where is Lily Taft based?

Lily Taft is based in Lakeville, Connecticut.

### What does Lily specialize in?

Lily's specialties include estate & legacy planning and family wealth transfer. Lily works with multi-generational families.

### What credentials does Lily Taft hold?

Lily Taft holds the CFA credential.

### Is Lily Taft registered with the SEC?

Yes. Lily Taft is registered as an investment adviser representative in CA, HI, NV and TX (CRD 6395251), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Main Street Research manage?

Main Street Research reports $2.68B across 3,017 accounts in assets under management.

### How do I contact Lily Taft?

Through Lily's website, www.ms-research.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6395251): 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://ms-research.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.