# Mary Gilligan

> Mary Gilligan is a fee-only financial advisor at MG Financial in Braintree, Massachusetts. Mary focuses on tax planning, estate & legacy planning and founders (pre-exit). MG Financial reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** MG Financial
- **Based in:** Braintree, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $1.13B across 137 accounts
- **Specialties:** Tax planning, Estate & legacy planning, Founders (pre-exit)
- **Works with:** Ultra high net worth, Founders
- **CRD:** 1349564 (https://adviserinfo.sec.gov/individual/summary/1349564)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 65 (2025)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.mgfinancial.com

## Frequently asked questions

### Is Mary Gilligan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mary holds no broker registration, and MG Financial 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, MG Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Mary Gilligan based?

Mary Gilligan is based in Braintree, Massachusetts.

### What does Mary specialize in?

Mary's specialties include tax planning, estate & legacy planning and founders (pre-exit). Mary works with ultra high net worth and founders.

### Is Mary Gilligan registered with the SEC?

Yes. Mary Gilligan is registered as an investment adviser representative in MA (CRD 1349564), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does MG Financial manage?

MG Financial reports $1.13B across 137 accounts in assets under management.

### How do I contact Mary Gilligan?

Through Mary's website, www.mgfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1349564): 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://www.mgfinancial.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.