Brian Hennessy is a CFP-designated registered investment advisor at Stage Harbor Financial, based in Medford, MA, with 14 years of industry experience. Brian 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, High Net Worth, and 3 more. Their firm serves 331 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.35% |
Fees may be negotiable for certain client holdings.
Fee Estimator
Location
Medford, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian owns Hennessy Financial Services, where he does financial planning and occasional tax preparation for about 10-20% of his time. He also works as an investment advisor and in operations for Stage Harbor Financial, LLC, dedicating nearly all of his time to this role.
Employment History
Current Registrations
Stage Harbor Financial
Hennessy Financial Services
Previous Registrations
Hennessy Financial Services
Westonfinancial
State Registrations1 state
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