Mayport Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Mayport Wealth Management provides wealth management to individuals, high net worth individuals, corporations, trusts and estates, combining comprehensive financial planning with discretionary investment management. The firm also offers donor-advised fund advisory services through Fidelity Charitable and Schwab Charitable and may refer clients to unaffiliated specialists as part of its planning process.
The firm’s investment approach emphasizes low-cost, broadly diversified mutual funds and ETFs, simplicity, and an intrinsic-value orientation, grounded in goals-based and cash-flow planning; Mayport cites academic research and SPIVA scorecards in explaining its preference for index-oriented strategies and a long-term, non–market-timing focus. Portfolios are constructed to reflect client objectives and tolerance for volatility, and the firm may use independent managers or retain legacy positions for tax or fit reasons while conducting ongoing oversight.
What distinguishes Mayport from many peers is the scale of assets relative to its advisory staff: the brochure reports roughly $695 million in client assets overseen by two advisory professionals, yielding a high AUM-per-advisor profile. The firm typically bills clients via an annual wealth management fee rather than a percentage-of-AUM or performance-based fee, and it maintains institutional relationships with Schwab and Fidelity while serving as an approved manager on charitable DAF platforms where it can actively manage donated assets.
Client services
Expertise
Fee options
Certain legacy clients may be subject to an hourly fee differing from the standard fee range; specific amounts not stated.
Account minimum: $10,000 Minimum fee: Minimum annual fee of $10,000, which can be waived at the sole discretion of the Advisor. Fee-only: Annual wealth management fees generally range from $10,000 to $25,000, paid monthly or quarterly in arrears; fees are negotiable.
Main office
Newton MA
Advisors at this office
3
Most active in
California · Florida · Louisiana · Massachusetts · New Hampshire · New Jersey · New York · Texas
Also doing business as
Mayport Wealth Management · Mayport, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Michael G
Series 65
Newton, MA
Mayport Wealth Management
Michael Graham is a financial advisor with Mayport Wealth Management in Newton, MA. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles at State Street Bank & Trust, Oakview Group, and the Massachusetts Small Business Development Center. Mayport Wealth Management serves individuals, high net worth clients, corporations, trusts, and estates by providing comprehensive financial planning alongside discretionary investment management. The firm emphasizes low-cost, broadly diversified investments with a goals-based, long-term approach and manages approximately $695 million in client assets across two advisors.
Adam G
CFA®, Series 65
Newton, MA
Mayport Wealth Management
Adam Grossman is a CFA® charterholder with 12 years of industry experience. He has worked at Mayport Wealth Management since 2017 and previously spent seven years at Middleton & Company, Inc. He holds a Series 65 license and is based in Newton, MA. Mayport Wealth Management serves individuals, high net worth clients, corporations, trusts, and estates by combining comprehensive financial planning with discretionary investment management. The firm’s approach focuses on low-cost, broadly diversified mutual funds and ETFs, emphasizing simplicity and intrinsic value with a long-term, goals-based planning process.
Shane K
CFP®, CFA®, Series 66
Newton, MA
Mayport Wealth Management
Shane Kelly is a CFP® and CFA® with six years of industry experience. He is currently an advisor at Mayport Wealth Management, where he has worked since 2023. Prior to Mayport, he held positions at HarbourVest Partners and Putnam Investments. His background includes a variety of roles outside finance, including work with the Boston Red Sox and the Suffolk District Attorney's Office. Mayport Wealth Management serves individuals, high net worth clients, corporations, trusts, and estates by combining comprehensive financial planning with discretionary investment management. The firm emphasizes low-cost, broadly diversified portfolios and a goals-based, intrinsic-value investment approach that incorporates academic research and a long-term focus.
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