# Rosemarie Connolly

> Rosemarie Connolly is a fee-only financial advisor at Connolly Advisors in North Andover, Massachusetts, who holds the CFP credential. Rosemarie focuses on tax planning. Connolly Advisors reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Connolly Advisors
- **Based in:** North Andover, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $93.3M across 273 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning
- **CRD:** 4606368 (https://adviserinfo.sec.gov/individual/summary/4606368)
- **SEC registration:** Investment adviser representative in MA, PA
- **Exams passed:** Series 63 (2003), Series 65 (2005)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://connollyfinancialadvisors.com

## Frequently asked questions

### Is Rosemarie Connolly a fee-only financial advisor?

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

### How does Rosemarie charge for financial advice?

Rosemarie's firm, Connolly Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Rosemarie Connolly based?

Rosemarie Connolly is based in North Andover, Massachusetts.

### What does Rosemarie specialize in?

Rosemarie's specialties include tax planning.

### What credentials does Rosemarie Connolly hold?

Rosemarie Connolly holds the CFP credential.

### Is Rosemarie Connolly registered with the SEC?

Yes. Rosemarie Connolly is registered as an investment adviser representative in MA and PA (CRD 4606368), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Connolly Advisors manage?

Connolly Advisors reports $93.3M across 273 accounts in assets under management.

### How do I contact Rosemarie Connolly?

Through Rosemarie's website, connollyfinancialadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4606368): 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://connollyadvisors.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.