Condon Wealth Management, LLC

Condon Wealth Management, LLC (CRD# 128409) is a financial advisory firm headquartered in Plymouth, MA. They manage $31,884,506 in 288 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    288
    ACCOUNTS
  • Average Account Value
    $110,710
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Condon Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Sean M. Condon
CRD#: 4633520
225 Water Street, Suite A140, Plymouth, MA 02360
96
Wealthminder
score

Sean Condon (CRD# 4633520) is an Investment Advisor Representative working at Condon Wealth Management, LLC in Plymouth, MA and has over 13 years of experience in the finance industry. Sean Condon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Thomas L. Condon
CRD#: 3232970
225 Water Street, Suite A140, Plymouth, MA 02360
93
Wealthminder
score

Thomas Condon (CRD# 3232970) is an Investment Advisor Representative working at Condon Wealth Management, LLC in Plymouth, MA and has over 17 years of experience in the finance industry.

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