Connolly Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Connolly Financial Advisors provides wealth management, investment advisory and comprehensive financial planning primarily for individual clients, and also serves trusts, estates, charitable organizations, business entities and retirement plans. Services include ongoing investment oversight, financial planning and business retirement plan consulting, with implementation and custody arranged through a dedicated third‑party platform.
The firm manages client portfolios on a non‑discretionary basis only, requiring client approval before trades or strategy changes, and monitors accounts continuously with formal reviews at least annually. Investment implementation is executed through the SEI Private Trust Company platform in a manager‑of‑managers structure, using mutual funds, ETFs and separately managed accounts selected and monitored via the SEI program.
Noteworthy for its size and structure, the firm manages roughly $93 million across about 125 client relationships while operating with a relatively small advisory team, and it reports that essentially all assets are handled non‑discretionarily — an arrangement that is uncommon among peers. The advisory business is affiliated with a separate CPA/tax and bookkeeping practice owned by the same principal; those accounting and tax services are offered under distinct engagements and billing and can affect how clients coordinate implementation and reporting.
Client services
Expertise
Fee options
1% to 1.5% annually depending on asset types and services provided; fees may be negotiated in limited circumstances
Pension consulting services at $250/hour plus out of pocket expenses.
Account minimum: $250,000; however, this may be negotiable. No minimum for other client types such as trusts, charitable organizations, foundations, pension and profit-sharing plans, and business entities. No minimum for Financial Planning Services clients. Minimum fee: Minimum fee may be required for wealth management, investment advisory or financial planning services and if so, it will be stipulated in the agreement. Fee-only: Financial planning services only without investment advisory services at rates ranging from $1,100 to $10,000.
Main office
231 Sutton Street, Suite 2 D 1, Suite 2 D 1
North Andover MA 01845
Advisors at this office
1
Most active in
Massachusetts · Pennsylvania
Also doing business as
Connolly Advisors · Connolly Financial Advisors, Inc. · Connolly Financial Advisors, 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
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