# Peter Fiorita

> Peter Fiorita is a fee-only financial advisor at Main Street Research in Lakeville, Connecticut, who holds the CFP credential. Peter 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.

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

## 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 (firm's website)
- **Assets under management (firm):** $2.68B across 3,017 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 4985758 (https://adviserinfo.sec.gov/individual/summary/4985758)
- **SEC registration:** Investment adviser representative in CA, CO, CT, FL, HI, MA, MO, NJ, NV, NY, PA, TX, VA, WA
- **Exams passed:** Series 66 (2018)
- **Firm size:** 24 employees
- **Disclosures:** None reported
- **Website:** http://www.ms-research.com

## Frequently asked questions

### Is Peter Fiorita a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Peter 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 Peter charge for financial advice?

Peter charges a percentage of assets.

### How much does Peter charge?

According to Main Street Research's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed.

### Does Peter work with clients virtually?

Yes. Main Street Research says on its website that it works with clients remotely.

### Where is Peter Fiorita based?

Peter Fiorita is based in Lakeville, Connecticut.

### What does Peter specialize in?

Peter's specialties include estate & legacy planning and family wealth transfer. Peter works with multi-generational families.

### What credentials does Peter Fiorita hold?

Peter Fiorita holds the CFP credential.

### Is Peter Fiorita registered with the SEC?

Yes. Peter Fiorita is registered as an investment adviser representative in CA, CO, CT, FL, HI, MA, MO, NJ, NV, NY, PA, TX, VA and WA (CRD 4985758), 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 Peter Fiorita?

Through Peter's website, www.ms-research.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4985758): 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://ms-research.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.