# Peter Canniff

> Peter Canniff is a fee-only financial advisor at Advanced Portfolio Design in Westford, Massachusetts, who holds the CFP credential. Advanced Portfolio Design reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Advanced Portfolio Design
- **Based in:** Westford, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $100.1M across 303 accounts
- **Credentials:** CFP
- **CRD:** 2513892 (https://adviserinfo.sec.gov/individual/summary/2513892)
- **SEC registration:** Investment adviser representative in FL, LA, MA, NH
- **Exams passed:** Series 63 (1994)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.plannersearch.org/financial-advisor/peter-j-canniff

## Frequently asked questions

### Is Peter Canniff a fee-only financial advisor?

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

### How does Peter charge for financial advice?

Peter's firm, Advanced Portfolio Design, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Peter Canniff based?

Peter Canniff is based in Westford, Massachusetts.

### What credentials does Peter Canniff hold?

Peter Canniff holds the CFP credential.

### Is Peter Canniff registered with the SEC?

Yes. Peter Canniff is registered as an investment adviser representative in FL, LA, MA and NH (CRD 2513892), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Advanced Portfolio Design manage?

Advanced Portfolio Design reports $100.1M across 303 accounts in assets under management.

### How do I contact Peter Canniff?

Through Peter's website, www.plannersearch.org/financial-advisor/peter-j-canniff.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2513892): 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.