Mcnamara Financial Services, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Financial Planning and Consulting Services MFS offers financial planning services at an hourly rate of $500 per hour.”

Flat or project fee

$2,500

“The Advisor charges a minimum financial planning fee of $2,500 based upon a minimum of 5 hours at the hourly rate of $500 per hour.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Mcnamara Financial Services, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees for Advisory Services Investment Management Services Investment advisory fees are typically paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

How Mcnamara Financial Services, Inc.’s fees compare

• Its hourly rate of $500 is above the Massachusetts median of $300. 90% of the 183 other Massachusetts planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Marshfield that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Massachusetts median of $4,750. 22% of the 158 other Massachusetts planners that publish a flat or project fee charge less.

About Mcnamara Financial Services, Inc.

• Firm size: 11 employees.
• Founded: 2005 (21 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.05% a year

Clients

928

Employees

11

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$797,882,019

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

154311

Website

mcnamaraofthemerrimack.com (opens in new tab)

Phone

(781) 834-2010

Can advise clients in 13 states: Arizona, California, Connecticut, Florida, Massachusetts, Maine, North Carolina, New Hampshire, New York, Pennsylvania, Rhode Island, South Carolina, Texas

Other planners in Marshfield that publish fees

• Dope Cfo Wealth ManagementMarshfield$250/hr, $1,500
• Generous Wealth ManagementMarshfield$250/hr, $3,000⁠-⁠$10,000/yr
• 1620 Investment Advisors, Inc.Plymouth$75⁠-⁠$175/hr
• Aaf Wealth Management, LLCWestborough$350/hr, $750⁠-⁠$10,000
• Abraham, Robert Ralph JRSalem$400⁠-⁠$3,000
• Access Financial Planning, LLCNewburyport$6,000⁠-⁠$10,000/yr

Compare all 5 planners in Marshfield