# Daniel Flannery

> Daniel Flannery is a fee-only financial advisor at Balanced Rock Investment Advisors in Roslindale, Massachusetts, who holds the CFA credential. Balanced Rock Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-flannery/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Balanced Rock Investment Advisors
- **Based in:** Roslindale, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $193.2M across 834 accounts
- **Credentials:** CFA
- **CRD:** 5967382 (https://adviserinfo.sec.gov/individual/summary/5967382)
- **SEC registration:** Investment adviser representative in CA, LA, MA, TX
- **Exams passed:** Series 65 (2009)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://balancedrockinvestmentadvisors.com

## Frequently asked questions

### Is Daniel Flannery a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Balanced Rock Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Daniel charge for financial advice?

Daniel's firm, Balanced Rock Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Daniel Flannery based?

Daniel Flannery is based in Roslindale, Massachusetts.

### What credentials does Daniel Flannery hold?

Daniel Flannery holds the CFA credential.

### Is Daniel Flannery registered with the SEC?

Yes. Daniel Flannery is registered as an investment adviser representative in CA, LA, MA and TX (CRD 5967382), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Balanced Rock Investment Advisors manage?

Balanced Rock Investment Advisors reports $193.2M across 834 accounts in assets under management.

### How do I contact Daniel Flannery?

Through Daniel's website, balancedrockinvestmentadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5967382): 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

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