Mcnamara Financial Services, INC.
Marshfield, MA·SEC-registered · CRD #154311
Mcnamara Financial Services, INC. is an SEC-registered investment advisory firm in Marshfield, MA managing $798M across 2.7k client accounts, with 4 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$798M
Client accounts
2.7k
Advisory staff
4
Fee model
Fee-based
How Mcnamara Financial Services, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Mcnamara Financial Services, INC.
How much does Mcnamara Financial Services, INC. manage?
Per its most recent SEC Form ADV filing (02/24/2026), Mcnamara Financial Services, INC. reports $798M in regulatory assets under management across roughly 2.7k client accounts.
How does Mcnamara Financial Services, INC. charge?
Mcnamara Financial Services, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Mcnamara Financial Services, INC. a fiduciary?
Yes. Mcnamara Financial Services, INC. is registered with the U.S. Securities and Exchange Commission (CRD #154311), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Mcnamara Financial Services, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Mcnamara Financial Services, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Marshfield, MA
Profile compiled from Mcnamara Financial Services, INC.'s public SEC Form ADV filing (CRD #154311, filed 02/24/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Mcnamara Financial Services, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Mcnamara Financial Services, INC.? Claim this profile.