Megan Donnelly
Advisor at Quabbin Advisors
Updated today
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
Quabbin Advisors
Location
Amherst, MA 01002
Credentials
CFP®, ChFC®, Series 63
Industry experience
14 years
About
Megan Donnelly is a CFP®, ChFC®, and Series 63-registered financial advisor with 14 years of industry experience. She is the sole advisor at Quabbin Advisors, an independent firm she has been with since 2012. Quabbin Advisors provides fee-only financial planning and investment advisory services to individuals, families, nonprofit organizations, and businesses. The firm emphasizes a largely non-discretionary approach to client assets, focusing on long-term, fundamental buy-and-hold strategies with low-fee mutual funds and ETFs, and maintains regular portfolio reviews following planning engagements.
Expertise
Based on Quabbin Advisors
General retirement planning
Retirement withdrawal strategies
College savings (529s, UTMA, etc.)
Debt management
General estate planning guidance
Fee options
Project-based flat fees for financial planning, commonly $750 to $3,000 depending on scope and complexity
$0+: 0.15% annually if assets held at Schwab $0+: 0.25% annually if assets held elsewhere
$175 per hour, billed in 10-minute increments for financial planning services
Minimum fee: $750 minimum fee if assets held at Schwab; $1,250 minimum fee if assets held elsewhere Fee-only: Financial planning fees charged at $175 per hour, billed in 10-minute increments; project-based flat fees ranging from approximately $750 to $3,000
Location
447 West Street
Amherst, MA 01002
Most active in
Megan D has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New Hampshire · Pennsylvania · Texas
Work history
Quabbin Advisors, LLC
2020 - Present (6 years)
Quabbin Advisors, LLC
2019 - 2020 (1 year)
Quabbin Advisors, LLC
2012 - 2019 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
David M
CFP®
Hadley, MA
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Thomas H
Series 63, Series 65
Holyoke, MA
Momentum Investment Management, LLC
Pamela D
Series 63, Series 65
Granby, MA
Strategic Planning Associates
Eric B
CFA®
Belchertown, MA
Pennyfarthing Investment Management, L.L.C.
Edward W
Series 66
South Hadley, MA
Pioneer Financial, Inc.
V. L
Series 65
Southampton, MA
Laflam and Haggerty Investment Advisers Corp.
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