Makenna Flagg
Makenna & Company · Darien, Connecticut
Makenna Flagg is a fee-only financial advisor at Makenna & Company in Darien, Connecticut, who holds the CFP credential. Makenna focuses on family wealth transfer. Makenna & Company reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Makenna & Company |
|---|---|
| Based in | Darien, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $3.8M across 24 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT · CRD 1140635 |
| Exams passed | Series 63 (1985) · Series 65 (1997) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | makennaandcompany.com |
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Questions about Makenna
Is Makenna Flagg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Makenna holds no broker registration, and Makenna & Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Makenna charge for financial advice?
Makenna's firm, Makenna & Company, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Makenna Flagg based?
Makenna Flagg is based in Darien, Connecticut.
What does Makenna specialize in?
Makenna's specialties include family wealth transfer. Makenna works with ultra high net worth.
What credentials does Makenna Flagg hold?
Makenna Flagg holds the CFP credential.
Is Makenna Flagg registered with the SEC?
Yes. Makenna Flagg is registered as an investment adviser representative in CT (CRD 1140635), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Makenna & Company manage?
Makenna & Company reports $3.8M across 24 accounts in assets under management.
How do I contact Makenna Flagg?
Through Makenna's website, makennaandcompany.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
- Makenna & Company 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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