Mary Koenig
Harvard Square Financial Planning · Lexington, Massachusetts
Mary Koenig is a fee-only financial advisor at Harvard Square Financial Planning in Lexington, Massachusetts, who holds the CFP credential. Harvard Square Financial Planning reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Harvard Square Financial Planning |
|---|---|
| Based in | Lexington, Massachusetts |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 4579616 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | harvardsquarefinancial.net |
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Questions about Mary
Is Mary Koenig a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mary holds no broker registration, and Harvard Square Financial Planning 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, Harvard Square Financial Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Mary Koenig based?
Mary Koenig is based in Lexington, Massachusetts.
What credentials does Mary Koenig hold?
Mary Koenig holds the CFP credential.
Is Mary Koenig registered with the SEC?
Yes. Mary Koenig is registered as an investment adviser representative in MA (CRD 4579616), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Mary Koenig?
Through Mary's website, harvardsquarefinancial.net.
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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