Connolly Financial Advisors, Inc. fees and pricing
Financial planner in North Andover, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 26, 2026, Connolly Financial Advisors, Inc. charges $95-$250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $95-$250/hr
“Compensation to CFA for accounting and bookkeeping services desired by the client is charged at hourly rates of $95 - $250 and is based on the type and extent of services provided. 22 ©2010 National Compliance Services 800-800-3204 Additional Information PRIVACY POLICY:”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Connolly Financial Advisors, Inc.’s fees compare
- Its hourly rate of $95-$250 is below the Massachusetts median of $300. 9% of the 183 other Massachusetts planners that publish an hourly rate charge less.
- None of the 3 other planners in North Andover that publish an hourly rate charge less.
About Connolly Financial Advisors, Inc.
“The firm also provides financial planning services and retirement plan services to individuals.”
- Principal: Rosemarie A. Connolly
- Firm size: 5 employees.
- Credentials named in the brochure: CFP®, CPA, and CFA.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2008 (18 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Minimum
- $250,000 in assets (stated in brochure)
- Clients
- 125
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $93,285,207
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 148298
- Phone
- (800) 758-1112
Can advise clients in 2 states: Massachusetts, Pennsylvania
Other planners in North Andover that publish fees
- Demers Financial PlanningNorth Andover$10,000/yr
- Flying Point Financial, Inc.North Andover$250/hr
- Needham Advisory CorporationNorth Andover$250/hr
- Powwow, LLCNorth Andover$360/hr, $240/mo
- Rootson Capital LLCNorth Andover$1,000-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.