Michael McNamara
McNamara Financial of the Merrimack Valley · Marshfield, Massachusetts
Michael McNamara is a fee-only financial advisor at McNamara Financial of the Merrimack Valley in Marshfield, Massachusetts, who holds the CFP credential. McNamara Financial of the Merrimack Valley reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | McNamara Financial of the Merrimack Valley |
|---|---|
| Based in | Marshfield, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $797.9M across 2,672 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 1031558 |
| Exams passed | Series 63 (1982) |
| Firm size | 11 employees |
| Disclosures | Reported; see the SEC record |
| Website | mcnamaraofthemerrimack.com |
How Michael's firm compares
- McNamara Financial of the Merrimack Valley's average account is about $299,000, from its Form ADV (assets managed divided by 2,672 accounts).
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Questions about Michael
Is Michael McNamara a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and McNamara Financial of the Merrimack Valley 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's firm, McNamara Financial of the Merrimack Valley, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael McNamara based?
Michael McNamara is based in Marshfield, Massachusetts.
What credentials does Michael McNamara hold?
Michael McNamara holds the CFP credential.
Is Michael McNamara registered with the SEC?
Yes. Michael McNamara is registered as an investment adviser representative in MA (CRD 1031558), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does McNamara Financial of the Merrimack Valley manage?
McNamara Financial of the Merrimack Valley reports $797.9M across 2,672 accounts in assets under management.
How do I contact Michael McNamara?
Through Michael's website, mcnamaraofthemerrimack.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
- McNamara Financial of the Merrimack Valley 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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