Rosemarie Connolly
Rosemarie Connolly is a CFP-designated registered investment advisor at Connolly Financial Advisors, INC., based in North Andover, MA, with 23 years of industry experience. Rosemarie 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, Insurance Planning, and 3 more. Their firm serves 125 clients with $93M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard annual fees range between 1% and 1.5% depending on asset types and services provided. Fees may be negotiated in limited circumstances. Household accounts can be aggregated for fee purposes.
Fee Estimator
Location
231 Sutton Street, Suite 2D-1, Suite 2D-1, North Andover, MA, 01845
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 Activities
Rosemarie is the sole proprietor of a CPA practice, Rosemarie A. Connolly, CPA, providing tax and accounting services to various entities and individuals. She receives an hourly rate for these services.
Employment History
Current Registrations
Connolly Financial Advisors, INC.
Previous Registrations
Legacy Investment Advisors INC.
AXA Advisors, LLC
Mony Securities Corporation
Trusted Advisors
State Registrations2 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.
Exams
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