Advisor at Lally Wealth Management, LLC
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Firm
Lally Wealth Management, LLC
Location
North Kingstown, RI 02852
Credentials
Series 63, Series 65
Industry experience
17 years
Michael Lally is the principal of Lally Wealth Management, LLC, an independent advisory firm based in North Kingstown, Rhode Island. He holds Series 63 and Series 65 licenses and has 17 years of experience in the financial industry. Since founding Lally Wealth Management in 2012, he has served clients through financial planning and advisory services. In addition to his advisory role, he is also an independent life insurance agent. Lally Wealth Management provides financial planning, retirement plan consulting, and access to third-party investment advisers for individuals, charities, pension and profit-sharing plans, and business entities. The firm focuses on individualized asset-allocation analysis and ongoing monitoring of recommended managers, typically operating on a fixed-fee planning model rather than direct portfolio management.
Based on Lally Wealth Management, LLC
Based on Lally Wealth Management, LLC
Receives portion of third-party advisers' management fees ranging typically from 0.50% to 2.00% for co-adviser or solicitor arrangements, and up to 50% of third-party investment adviser’s management fee for retirement plan consulting
Recurring monthly fee of $65 per account for Third Party Company Services
Minimum fee: Fixed fees between $500 and $4,000 for financial planning services, negotiable Fee-only: Fixed fee financial planning services ranging from $500 to $4,000
70 Romano Vineyard Way, Suite 152
North Kingstown, RI 02852
Massachusetts · Rhode Island · South Carolina
Lally Wealth Management, LLC
2012 - Present (14 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.
Series 63, Series 65, Series 66
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Series 63, Series 65
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CFP®, Series 65
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Series 65
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MB Financial Planning LLC
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