Daniel Flannery
Balanced Rock Investment Advisors · Roslindale, Massachusetts
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.
Request an introduction to Daniel →
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 | $193.2M across 834 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, LA, MA, TX · CRD 5967382 |
| Exams passed | Series 65 (2009) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | balancedrockinvestmentadvisors.com |
How Daniel's firm compares
- Balanced Rock Investment Advisors's average account is about $232,000, from its Form ADV (assets managed divided by 834 accounts).
Request an introduction to Daniel
Tell Daniel a little about what you're looking for. Daniel isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Daniel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Roslindale
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
- 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.
See something wrong? Request a correction. Read our methodology.