Firm
Donnelly Financial Services
Rock Tavern, New York
Fee-only
Donnelly Financial Services at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 17 individual clients, 8 of them high net worth.
- Its average account is about $346,000 (assets it manages divided by its 57 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Rock Tavern, New York |
|---|---|
| Website | donnellyfinancialservices.com |
| Phone | (570) 309-8856 |
Donnelly Financial Services fees
Donnelly Financial Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $20 million |
| Individual clients | 9 |
| High-net-worth clients | 8 |
| Accounts managed | 57 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 6, 2026 |
| SEC record | CRD 312845 |