Brian Hennessy is a CFP-designated registered investment advisor at Stage Harbor Financial, based in Medford, MA, with 15 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 348 clients with $1.1B 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 based on factors such as anticipated future assets, account composition, and legacy relationships.
Fee Estimator
Location
Medford, MA
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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
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
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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