Advisor at First Due Financial LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
First Due Financial LLC
Location
Wareham, MA 02571
Credentials
Series 63, Series 66
Industry experience
6 years
Andrew Mc Alarney is a financial advisor with First Due Financial LLC in Wareham, MA. He holds Series 63 and Series 66 licenses and has six years of industry experience. Outside of his advisory role, he serves as an on-call firefighter and paramedic and manages a vacation rental business through Yellow Rose Realty, LLC. First Due Financial LLC provides discretionary and non-discretionary asset management and financial planning services primarily to individual and high-net-worth clients. The firm employs a range of investment strategies tailored to clients’ goals and risk tolerance and maintains a small client roster focused on higher-touch relationships.
Based on First Due Financial LLC
Based on First Due Financial LLC
Full financial plans flat fee between $1,000 and $4,500 based on complexity
$0 - $250,000: 1.25% annually $250,001 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.95% annually $1,000,001 - $5,000,000: 0.85% annually Over $5,000,000+: 0.60% annually
Insurance products sold by representatives earn commissions; typical percentage of premium based on product type
$250 per hour for financial consultation and ongoing financial planning
Fee-only: Hourly fee of $250 per hour; Fixed fee for full financial plans $1,000-$4,500 based on complexity; Ongoing financial planning at $250 per hour
245 Main Street, Suite 205
Wareham, MA 02571
Massachusetts
Town of East Bridewater Fire Department
2026 - Present (1 year)
First Due Financial LLC
2025 - Present (1 year)
MGB
2025 - Present (1 year)
Sterlingshire Investments
2025 - 2025 (1 year)
Coastal Medical Transportation Systems (CMTS), Inc
2024 - 2025 (1 year)
Yellow Rose Realty, LLC
2023 - Present (3 years)
Mass Mutual Investors Services
2023 - 2024 (1 year)
First Due Financial LLC
2023 - Present (3 years)
MassMutual Life Insurance Company
2023 - 2025 (2 years)
Town of Halifax Fire Department
2023 - 2024 (1 year)
First Due Financial LLC
2022 - Present (4 years)
Prudential Financial Planning Services
2022 - 2023 (1 year)
Marion Fire/EMS
2021 - 2025 (4 years)
Pruco Securities, LLC.
2019 - 2023 (4 years)
Mass Mutual Investors Services
2018 - 2018 (1 year)
MassMutual Life Insurance Company
2018 - 2018 (1 year)
American Income Life
2017 - 2017 (1 year)
Brewster Ambulance
2015 - 2021 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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CFP®, Series 65
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CFP®, Series 63
Sandwich, MA
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