# Brian Hennessy

> Brian Hennessy is a fee-only financial advisor at Stage Harbor Financial in Westwood, Massachusetts, who holds the CFP credential. Brian focuses on tax planning, estate & legacy planning and family wealth transfer. Stage Harbor Financial reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brian-hennessy/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Stage Harbor Financial
- **Based in:** Westwood, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.10B across 1,435 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning, Family wealth transfer, Small business owners
- **Works with:** Executives, Retirees, Pre-retirees, Founders, Divorced individuals, Multi-generational families
- **CRD:** 5485004 (https://adviserinfo.sec.gov/individual/summary/5485004)
- **SEC registration:** Investment adviser representative in MA
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** http://www.stageharborfinancial.com

## Frequently asked questions

### Is Brian Hennessy a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Stage Harbor Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brian charge for financial advice?

Brian's firm, Stage Harbor Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Brian Hennessy based?

Brian Hennessy is based in Westwood, Massachusetts.

### What does Brian specialize in?

Brian's specialties include tax planning, estate & legacy planning, family wealth transfer and small business owners. Brian works with executives, retirees, pre-retirees, founders and divorced individuals.

### What credentials does Brian Hennessy hold?

Brian Hennessy holds the CFP credential.

### Is Brian Hennessy registered with the SEC?

Yes. Brian Hennessy is registered as an investment adviser representative in MA (CRD 5485004), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Stage Harbor Financial manage?

Stage Harbor Financial reports $1.10B across 1,435 accounts in assets under management.

### How do I contact Brian Hennessy?

Through Brian's website, www.stageharborfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5485004): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://stageharborfinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.