Fee-only adviser · Braintree, MA
Msa Financial
Msa Financial is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Braintree, Massachusetts. On its latest Form ADV, filed June 18, 2026, it reports $1.4B in regulatory assets under management, 1,324 individual clients and 8 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 107768 · SEC file 801-72425 |
| Office | 25 Braintree Hill Office Park Suite 303 Braintree, MA 02184 |
| Phone | (781) 843-3500 |
| Website | www.marinostram.com |
| Regulatory assets under management | $1.4B ($1.4B discretionary) |
| Individual clients | 850 non-high-net-worth, 474 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 19 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 18, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Braintree
- Pallas Capital Advisors, LLC $4.3B
- Genesis Wealth Advisors, LLC $200M
- Napier Financial $588M
- Little House Capital, LLC $675M
- Peddock Capital Advisors, LLC $836M
- Kraematon Investment Advisors, Inc. $202M
See all 8 fee-only advisers in Braintree →
Nearby
- Quincy 1 firm
- East Weymouth 1 firm
- Hingham 6 firms
- Canton 1 firm
- Stoughton 2 firms
- Roslindale 1 firm
- Brockton 1 firm
- Sout Boston 1 firm
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