Rosemarie Connolly
Connolly Advisors · North Andover, Massachusetts
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.
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Specialties
Facts
| Firm | Connolly Advisors |
|---|---|
| Based in | North Andover, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $93.3M across 273 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, PA · CRD 4606368 |
| Exams passed | Series 63 (2003) · Series 65 (2005) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | connollyfinancialadvisors.com |
| Profile |
How Rosemarie's firm compares
- Connolly Advisors's average account is about $342,000, from its Form ADV (assets managed divided by 273 accounts).
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Questions about Rosemarie
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.
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
- Connolly 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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