Connolly Financial Advisors provides personalized wealth management, investment management, and comprehensive financial planning services primarily to individuals, as well as trusts, estates, business entities, and charitable organizations. Founded in 2008 and led by Rosemarie A. Connolly, the firm designs tailored investment strategies and holistic financial plans that cover retirement planning, income tax strategies, cash flow and budgeting, estate planning, insurance analysis, and education savings. Connolly Financial Advisors uses the SEI Private Trust Company platform exclusively for executing trades, holding accounts, and providing underlying investment management and reporting. The firm manages all client accounts on a non-discretionary basis, meaning client approval is required before executing any trades or changing investment strategies. In addition to investment and financial planning, the firm is affiliated with a separate tax preparation and accounting practice owned by Rosemarie Connolly.
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.