# Glenn Sweeney

> Glenn Sweeney is a fee-only financial advisor at Sweeney Financial Advisors in Manchester, New Hampshire, who holds the CFA credential. Glenn charges a percentage of assets (1.375% a year on the first tier of assets managed and a $500,000 asset minimum) and focuses on retirement planning, estate & legacy planning and tax planning.

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

## Facts

- **Firm:** Sweeney Financial Advisors
- **Based in:** Manchester, New Hampshire
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1.375% a year on the first tier of assets managed; a $500,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $403.2M across 806 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Retirees, Pre-retirees, High earners, Multi-generational families, Divorced individuals
- **CRD:** 3073912 (https://adviserinfo.sec.gov/individual/summary/3073912)
- **SEC registration:** Investment adviser representative in FL, NH
- **Exams passed:** Series 65 (1998)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.sfmllc.net

## Frequently asked questions

### Is Glenn Sweeney a fee-only financial advisor?

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

### How does Glenn charge for financial advice?

Glenn charges a percentage of assets.

### How much does Glenn charge?

According to Sweeney Financial Advisors's website, checked October 30, 2026: 1.375% a year on the first tier of assets managed; a $500,000 asset minimum.

### Where is Glenn Sweeney based?

Glenn Sweeney is based in Manchester, New Hampshire.

### What does Glenn specialize in?

Glenn's specialties include retirement planning, estate & legacy planning and tax planning. Glenn works with retirees, pre-retirees, high earners, multi-generational families and divorced individuals.

### What credentials does Glenn Sweeney hold?

Glenn Sweeney holds the CFA credential.

### Is Glenn Sweeney registered with the SEC?

Yes. Glenn Sweeney is registered as an investment adviser representative in FL and NH (CRD 3073912), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sweeney Financial Advisors manage?

Sweeney Financial Advisors reports $403.2M across 806 accounts in assets under management.

### How do I contact Glenn Sweeney?

Through Glenn's website, www.sfmllc.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3073912): 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://sweeneyfinancialadvisors.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.