Stephen McCarthy
McCarthy Asset Management · Redwood Shores, California
Stephen McCarthy is a fee-only financial advisor at McCarthy Asset Management in Redwood Shores, California, who holds the CFP credential. Stephen focuses on retirement planning and tax planning. McCarthy Asset Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- High earners
Facts
| Firm | McCarthy Asset Management |
|---|---|
| Based in | Redwood Shores, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $422.4M across 832 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 1542963 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | mamportfolios.com |
| Profile |
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Questions about Stephen
Is Stephen McCarthy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and McCarthy Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, McCarthy Asset Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Stephen McCarthy based?
Stephen McCarthy is based in Redwood Shores, California.
What does Stephen specialize in?
Stephen's specialties include retirement planning and tax planning. Stephen works with retirees, pre-retirees and high earners.
What credentials does Stephen McCarthy hold?
Stephen McCarthy holds the CFP credential.
Is Stephen McCarthy registered with the SEC?
Yes. Stephen McCarthy is registered as an investment adviser representative in CA and TX (CRD 1542963), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does McCarthy Asset Management manage?
McCarthy Asset Management reports $422.4M across 832 accounts in assets under management.
How do I contact Stephen McCarthy?
Through Stephen's website, mamportfolios.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
- McCarthy Asset Management 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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