Margaret McNabb
Portfoliosboston · Dennis, Massachusetts
Margaret McNabb is a fee-only financial advisor at Portfoliosboston in Dennis, Massachusetts, who holds the CFP credential. Portfoliosboston reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Portfoliosboston |
|---|---|
| Based in | Dennis, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $20.4M across 64 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 727569 |
| Exams passed | Series 63 (1981) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Margaret's firm compares
- Portfoliosboston's average account is about $319,000, from its Form ADV (assets managed divided by 64 accounts).
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Questions about Margaret
Is Margaret McNabb a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Margaret holds no broker registration, and Portfoliosboston reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Margaret charge for financial advice?
Margaret's firm, Portfoliosboston, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Margaret McNabb based?
Margaret McNabb is based in Dennis, Massachusetts.
What credentials does Margaret McNabb hold?
Margaret McNabb holds the CFP credential.
Is Margaret McNabb registered with the SEC?
Yes. Margaret McNabb is registered as an investment adviser representative in MA (CRD 727569), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Portfoliosboston manage?
Portfoliosboston reports $20.4M across 64 accounts in assets under management.
How do I contact Margaret McNabb?
Contact details aren't on file yet. Search for Portfoliosboston.
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
- 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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