McNamara Financial of the Merrimack Valley

McNamara Financial of the Merrimack Valley at a glance

• One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
• 4 advisors are listed here; all hold the CFP.
• Its Form ADV reports 11 employees and 928 individual clients, 298 of them high net worth.
• Its average account is about $299,000 (assets it manages divided by its 2,672 accounts).

Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts

Facts

McNamara Financial of the Merrimack Valley fees

McNamara Financial of the Merrimack Valley doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (4)

• Alyssa Reed

  CFP

• Erik Saarinen

  CFP

• Justin McNamara

  CFP

• Michael McNamara

  CFP