# Megan Donnelly

> Megan Donnelly is a fee-only financial advisor at Quabbin Advisors in Amherst, Massachusetts, who holds the CFP and ChFC credentials. Megan charges a one-time planning fee (one-time plans from $750) and focuses on small business owners.

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

## Facts

- **Firm:** Quabbin Advisors
- **Based in:** Amherst, Massachusetts
- **Fee model:** One-time planning fee
- **Fees (firm's website):** one-time plans from $750
- **Accepting new clients:** Not currently (firm's website)
- **Assets under management (firm):** $109.8M across 211 accounts
- **Credentials:** CFP, ChFC
- **Specialties:** Small business owners
- **CRD:** 3177570 (https://adviserinfo.sec.gov/individual/summary/3177570)
- **SEC registration:** Investment adviser representative in MA, NH, PA
- **Exams passed:** Series 63 (1999)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.quabbinadvisors.com

## Frequently asked questions

### Is Megan Donnelly a fee-only financial advisor?

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

### How does Megan charge for financial advice?

Megan charges a one-time planning fee.

### How much does Megan charge?

According to Quabbin Advisors's website, checked October 30, 2026: one-time plans from $750.

### Where is Megan Donnelly based?

Megan Donnelly is based in Amherst, Massachusetts.

### What does Megan specialize in?

Megan's specialties include small business owners.

### What credentials does Megan Donnelly hold?

Megan Donnelly holds the CFP and ChFC credentials.

### Is Megan Donnelly registered with the SEC?

Yes. Megan Donnelly is registered as an investment adviser representative in MA, NH and PA (CRD 3177570), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Quabbin Advisors manage?

Quabbin Advisors reports $109.8M across 211 accounts in assets under management.

### How do I contact Megan Donnelly?

Through Megan's website, www.quabbinadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3177570): 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://quabbinadvisors.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.