# Stephanie Andersen

> Stephanie Andersen is a fee-only financial advisor at Main Street Research in Lakeville, Connecticut. Stephanie 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/stephanie-andersen/
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
- **Specialties:** Estate & legacy planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 6639235 (https://adviserinfo.sec.gov/individual/summary/6639235)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2016)
- **Firm size:** 24 employees
- **Disclosures:** None reported
- **Website:** http://www.ms-research.com

## Frequently asked questions

### Is Stephanie Andersen a fee-only financial advisor?

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

Stephanie charges a percentage of assets.

### How much does Stephanie charge?

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

### Does Stephanie work with clients virtually?

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

### Where is Stephanie Andersen based?

Stephanie Andersen is based in Lakeville, Connecticut.

### What does Stephanie specialize in?

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

### Is Stephanie Andersen registered with the SEC?

Yes. Stephanie Andersen is registered as an investment adviser representative in CA (CRD 6639235), 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 Stephanie Andersen?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6639235): 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.