Stephanie Andersen
Main Street Research · Lakeville, Connecticut
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.
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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 |
| SEC registration | Investment adviser representative in CA · CRD 6639235 |
| Exams passed | Series 65 (2016) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.ms-research.com |
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Questions about Stephanie
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.
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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