Michael Graham
Mayport · Newton, Massachusetts
Michael Graham is a fee-only financial advisor at Mayport in Newton, Massachusetts. Michael charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $15,450 a year) and focuses on flat-fee planning, retirement planning and student loans.
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Specialties
Facts
| Firm | Mayport |
|---|---|
| Based in | Newton, Massachusetts |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $15,450 a year |
| Accepting new clients | Yes |
| Assets under management | $694.9M across 756 accounts |
| SEC registration | Investment adviser representative in MA · CRD 8318331 |
| Exams passed | Series 65 (2026) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.mayport.com |
How Michael's firm compares
- Ongoing planning starts at $15,450 a year, above the Massachusetts median of $5,000 for fee-only firms that publish prices.
- Mayport's average account is about $919,000, from its Form ADV (assets managed divided by 756 accounts).
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Questions about Michael
Is Michael Graham a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Mayport reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael charges a flat fee or retainer and an ongoing planning fee.
How much does Michael charge?
According to Mayport's website, checked October 30, 2026: ongoing planning from $15,450 a year.
Where is Michael Graham based?
Michael Graham is based in Newton, Massachusetts.
What does Michael specialize in?
Michael's specialties include flat-fee planning, retirement planning and student loans.
Is Michael Graham registered with the SEC?
Yes. Michael Graham is registered as an investment adviser representative in MA (CRD 8318331), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mayport manage?
Mayport reports $694.9M across 756 accounts in assets under management.
How do I contact Michael Graham?
Through Michael's website, www.mayport.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
- Mayport 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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