# McVittie Financial Advisors

> McVittie Financial Advisors is a state-registered investment advisory firm in Auburndale, MA, registered since 2008, with no regulatory assets under management reported in its Form ADV filing dated March 30, 2026.

- CRD: 142779
- Filed as: MCVITTIE FINANCIAL ADVISORS
- Legal name: McVittie Financial Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Auburndale, MA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142779
- AdvisorCensus page: https://advisorcensus.com/firm/mcvittie-financial-advisors-auburndale-ma-142779

## Quick answers

**How is McVittie Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), McVittie Financial Advisors reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is McVittie Financial Advisors located?**
McVittie Financial Advisors' principal office is in Auburndale, MA, according to its Form ADV.

**Is McVittie Financial Advisors registered with the SEC or a state?**
McVittie Financial Advisors is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 142779.

**What types of clients does McVittie Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (79); individuals (other than high net worth individuals) (9); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does McVittie Financial Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/142779

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | Not reported |
| High net worth individuals | 79 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | Not reported |
| Charitable organizations | 1 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Other

### Firm details
- Registered since: 2008 (18 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mcvittiefinancial.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McVittie Financial Advisors (CRD 142779): Form ADV filing data as of October 2026.