Megan Donnelly, CFP®, ChFC, RICP, MBA Quabbin Advisors

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About Megan Donnelly, CFP®, ChFC, RICP, MBA

I founded Quabbin Advisors as an independent firm because I want clients to know that they’re concerns are my biggest priority. I am proud to be a fiduciary and proud to work in my clients’ best interest.

I work with clients from a variety of backgrounds, but a common thread is people who are tired of paying high fees and who want straightforward advice and transparent pricing.

I focus on guiding and educating clients so that they can make better financial decisions for themselves and their families.

I have been in the financial services industry for twenty years, and there is nothing I would rather do than help my clients get the most out of their money.

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Ideal Clients

  • Established Professionals
  • Gen X
  • Offers Free Assistance to Furloughed Government Workers
  • Personal Growth & Development
  • Women Professionals

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Financial plan pricing depends on complexity
  • Investment management starts at 0.15% per year

SEC Records

States Registered

  • Massachusetts
  • Pennsylvania

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