Brian Hennessy
Stage Harbor Financial · Westwood, Massachusetts
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.
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Specialties
Who they serve
- Executives
- Retirees
- Pre-retirees
- Founders
- Divorced individuals
- Multi-generational families
Facts
| Firm | Stage Harbor Financial |
|---|---|
| Based in | Westwood, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.10B across 1,435 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 5485004 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.stageharborfinancial.com |
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Questions about Brian
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Stage Harbor Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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