Douglas Connolly
Douglas Connolly is a registered investment advisor at Taylor Frigon Family Office, LLC, based in Scottsdale, AZ, with 12 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The Registrant, in its sole discretion, may charge a lesser investment advisory fee, charge a flat fee, or waive its fee entirely based upon certain criteria.
Fee Estimator
Location
18835 N. Thompson Peak Pkwy, Suite C-200, Scottsdale, AZ, 85255
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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 Activities
Douglas's wife owns Telos Design, LLC, an online jewelry business, where he occasionally helps. He also manages Boyd LaRosa, LLC, a real estate investment company, dedicating a few hours per week to real estate decisions and management.
Employment History
Current Registrations
Taylor Frigon Family Office, LLC
Taylor Frigon Capital Management LLC
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Connolly Asset Management, LLC
Wrp Investments, INC.
Wrp Investments, INC.Broker
Janus Distributors, INC.Broker
State Registrations1 state
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.