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).
Total Assets Under Management32MILLION
Total Number of Accounts288ACCOUNTS
Average Account Value$110,710
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
Sean Condon (CRD# 4633520) is an Investment Advisor Representative working at Condon Wealth Management, LLC in Plymouth, MA and has over 14 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.
Thomas Condon (CRD# 3232970) is an Investment Advisor Representative working at Condon Wealth Management, LLC in Plymouth, MA and has over 18 years of experience in the finance industry.