Quabbin Advisors provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 11–25 clients last fiscal year.
Quabbin Advisors reports 47 clients. They include 36 high-net-worth individuals and 11 individual clients. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $110M across 211 accounts are not. It advised 12 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 23% | 5% |
| High-net-worth individuals | 77% | 95% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 11 | $5.03M | 4.6% | $457K |
| High-net-worth individuals | 36 | $105M | 95.4% | $2.91M |
| Total | 47 | $110M | 100% | $2.34M |
- Clients
- 11
- Regulatory AUM
- $5.03M
- AUM share
- 4.6%
- Avg. per client
- $457K
- Clients
- 36
- Regulatory AUM
- $105M
- AUM share
- 95.4%
- Avg. per client
- $2.91M
Total
- Clients
- 47
- Regulatory AUM
- $110M
- AUM share
- 100%
- Avg. per client
- $2.34M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 12
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Quabbin Advisors is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is billed on a project basis at $175 an hour; comprehensive plans are estimated at $1,200 to $3,000 and modular plans at $750 to $2,000.
Megan Donnelly owns 75% or more of Quabbin Advisors. The leadership team of Quabbin Advisors includes President Megan Donnelly. It has 1 employee.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of Quabbin Advisors, LLC
Megan Donnelly
Control person · since September 2009
Besides its headquarters, Quabbin Advisors has 0 offices, with 1 listed address in 1 state.
Massachusetts · 1 listed address
- 447 West St, AmherstHQ
Contact and registration details
- Legal name
- Quabbin Advisors, LLC
- Headquarters
- 447 West St, Amherst, MA 01002
- Website
- quabbinadvisors.com
- Phone
- 413-313-5037
- @6637097
- SEC file
- 801-136203
- Structure
- Massachusetts LLC
- Fiscal year end
- December
Quabbin Advisors’ named custodians for separately managed accounts are Charles Schwab ($101M, 92%) and Tiaa-Cref Individual & Institutional Services ($8.86M, 8%). Quabbin Advisors does not have custody of client assets.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $101M92%
- Tiaa-Cref Individual & Institutional ServicesTiaa-Cref Individual & Institutional Services, LLC · New York, NY · $8.86M8%
At year end, Quabbin Advisors’ separately managed accounts were mostly in funds (89%) and stocks (10%).
What the accounts hold
- Stocks10%
- Funds89%
- Cash1%
How many clients does Quabbin Advisors have?
Quabbin Advisors has 47 clients and manages $110 million for them, as of June 2026. They include 36 high-net-worth individuals and 11 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 June 2026
What services does Quabbin Advisors offer?
Quabbin Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Quabbin Advisors use?
Quabbin Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $101M and Tiaa-Cref Individual & Institutional Services, LLC (New York, NY), with $8.86M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 June 2026
How many financial advisors does Quabbin Advisors have?
Quabbin Advisors has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Quabbin Advisors invest in?
At the end of its last fiscal year, Quabbin Advisors’ separately managed accounts held 89% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Quabbin Advisors?
Quabbin Advisors’ direct owner is Megan Donnelly (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 4 June 2026
How does Quabbin Advisors get paid?
Quabbin Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Quabbin Advisors?
Quabbin Advisors’ main office is at 447 West St, Amherst, MA 01002. Its phone number is 413-313-5037. Its website is quabbinadvisors.com.