Sean Connolly
Arborstone Financial · Andover, Massachusetts
Sean Connolly is a fee-only financial advisor at Arborstone Financial in Andover, Massachusetts, who holds the CFP credential. Arborstone Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Arborstone Financial |
|---|---|
| Based in | Andover, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $476M across 1,645 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, TX · CRD 2621357 |
| Exams passed | Series 63 (1995) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.arborstonefinancial.com |
| Profile |
How Sean's firm compares
- Arborstone Financial's average account is about $289,000, from its Form ADV (assets managed divided by 1,645 accounts).
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Questions about Sean
Is Sean Connolly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sean holds no broker registration, and Arborstone Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sean charge for financial advice?
Sean's firm, Arborstone Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Sean Connolly based?
Sean Connolly is based in Andover, Massachusetts.
What credentials does Sean Connolly hold?
Sean Connolly holds the CFP credential.
Is Sean Connolly registered with the SEC?
Yes. Sean Connolly is registered as an investment adviser representative in MA and TX (CRD 2621357), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Arborstone Financial manage?
Arborstone Financial reports $476M across 1,645 accounts in assets under management.
How do I contact Sean Connolly?
Through Sean's website, www.arborstonefinancial.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
- 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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