Mary Evans
Pinney & Scofield · Cambridge, Massachusetts
Mary Evans is a fee-only financial advisor at Pinney & Scofield in Cambridge, Massachusetts, who holds the CFP credential. Pinney & Scofield reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Pinney & Scofield |
|---|---|
| Based in | Cambridge, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $858.7M across 1,256 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, TX · CRD 5779647 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.pinneyandscofield.com |
How Mary's firm compares
- Pinney & Scofield's average account is about $684,000, from its Form ADV (assets managed divided by 1,256 accounts).
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Questions about Mary
Is Mary Evans a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mary holds no broker registration, and Pinney & Scofield reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mary charge for financial advice?
Mary's firm, Pinney & Scofield, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Mary Evans based?
Mary Evans is based in Cambridge, Massachusetts.
What credentials does Mary Evans hold?
Mary Evans holds the CFP credential.
Is Mary Evans registered with the SEC?
Yes. Mary Evans is registered as an investment adviser representative in MA and TX (CRD 5779647), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pinney & Scofield manage?
Pinney & Scofield reports $858.7M across 1,256 accounts in assets under management.
How do I contact Mary Evans?
Through Mary's website, www.pinneyandscofield.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
- 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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