Rory Mcnabb
Rory Mcnabb is a registered investment advisor at Atlantic Planning Group, LLC, based in Waltham, MA, with 3 years of industry experience. Rory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 11 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning engagements range from $1,000 to $20,000, depending on the complexity of the plan or project and the services provided.
- Hourly consulting is available at $500 per hour.
Location
201 Jones Road, 5th Floor, Waltham, MA, 02451
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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 ActivitiesSells Insurance
Rory operates under the DBA name Atlantic Planning Group, LLC for selling New York Life products and services. Rory is also a member of Atlantic Planning Group, LLC, a registered investment advisor, dedicating about a quarter of their time to the sale of insurance and financial services products, financial planning, asset management, and estate planning.
Employment History
Current Registrations
Atlantic Planning Group, LLC
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations6 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.