Megan Donnelly
Quabbin Advisors · Amherst, Massachusetts
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.
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Specialties
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 |
| Assets under management | $109.8M across 211 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in MA, NH, PA · CRD 3177570 |
| Exams passed | Series 63 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.quabbinadvisors.com |
How Megan's firm compares
- A one-time plan starts at $750, below the Massachusetts median of $3,000 for fee-only firms that publish prices.
- Quabbin Advisors's average account is about $520,000, from its Form ADV (assets managed divided by 211 accounts).
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Questions about Megan
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.
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
- Quabbin Advisors 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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