Michael Lally
Michael Lally is a registered investment advisor at Lally Wealth Management, LLC, based in North Kingstown, RI, with 17 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive financial plan — $500 to $4,000, depending on the complexity of your situation and the estimated time involved.
Location
70 Romano Vineyard Way, Suite 152, North Kingstown, RI, 02852
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael has been a life insurance agent since 2011. This investment-related activity takes about 10-20% of his time.
Employment History
Current Registrations
Lally Wealth Management, LLC
Previous Registrations
Ing Investment Management CO.
Cco Investment Services CORP.
Banc of America Investment Services, INC.
Quick & Reilly, INC.
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.