Natalie McMahon
Main Street Research · Lakeville, Connecticut
Natalie McMahon is a fee-only financial advisor at Main Street Research in Lakeville, Connecticut, who holds the CFP credential. Natalie charges a percentage of assets (1.25% a year on the first tier of assets managed) and focuses on estate & legacy planning and family wealth transfer.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Main Street Research |
|---|---|
| Based in | Lakeville, Connecticut |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed |
| Works virtually | Yes |
| Assets under management | $2.68B across 3,017 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, HI · CRD 7217699 |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.ms-research.com |
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Questions about Natalie
Is Natalie McMahon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Natalie holds no broker registration, and Main Street Research reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Natalie charge for financial advice?
Natalie charges a percentage of assets.
How much does Natalie charge?
According to Main Street Research's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed.
Does Natalie work with clients virtually?
Yes. Main Street Research says on its website that it works with clients remotely.
Where is Natalie McMahon based?
Natalie McMahon is based in Lakeville, Connecticut.
What does Natalie specialize in?
Natalie's specialties include estate & legacy planning and family wealth transfer. Natalie works with multi-generational families.
What credentials does Natalie McMahon hold?
Natalie McMahon holds the CFP credential.
Is Natalie McMahon registered with the SEC?
Yes. Natalie McMahon is registered as an investment adviser representative in CA and HI (CRD 7217699), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Main Street Research manage?
Main Street Research reports $2.68B across 3,017 accounts in assets under management.
How do I contact Natalie McMahon?
Through Natalie's website, www.ms-research.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
- Main Street Research 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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