CRD: 154311
Mcnamara Financial Services, Inc.
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- Custodian
- Charles Schwab & Company · Pershing · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-29-2010
- Office Locations
- 2
Office Locations
About Mcnamara Financial Services, Inc.
McNamara Financial Services is an independent, fee-only advisory firm in Marshfield, MA providing asset management for a fee with a competitive tiered (breakpoint) schedule and complimentary financial planning for wealth management clients (retirement, college, sabbaticals). New clients generally need $500k in assets to be directly managed. The four advisors are CFP professionals held to a fiduciary standard, with one-on-one service backed by long-tenured staff; family-owned locally since 1987 and hosts “McNamara On Money.”
Reported data analysis
What the numbers show
Between November 26, 2025 and February 24, 2026, reported AUM increased 17.3%, from $680.1M to $797.9M.
Across 5 reported observations, AUM increased 59.9% between October 11, 2022 and February 24, 2026, from $499.0M to $797.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 934 clients, or 233.5 clients per representative. That equates to $854.3K in reported AUM per client.
The profile lists 2 reported office locations and 16 years in operation. The source data was last updated on February 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
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Owner & Executives
MICHAEL JOSEPH MCNAMARA
Advisor, DIRECTOR, President
- CRD
- #1031558
- Ownership
- 75% or more
JUSTIN JACOBSON MCNAMARA
Advisor, VICE PRESIDENT
- CRD
- #4609506
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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ERIK N SAARINEN
Advisor
- CRD
- #4878562
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $797,882,019 | $298,609 |
| Non-Discretionary | $0 | -- |
| Total | $797,882,019 | $298,609 |
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Separately Managed Accounts
SMA allocation detail is available
Mcnamara Financial Services, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Mcnamara Financial Services, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.