Jill Hennessey is a CFP-designated registered investment advisor at Sax Wealth Advisors, LLC, based in Parsippany, NJ, with 15 years of industry experience. Jill operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,086 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $7.0M | 0.55% |
| $7M+ | 0.45% |
Fees may be negotiable in certain cases. Certain pre-existing investment management services clients may be on a different fee schedule.
Fee Estimator
Contact
Jill Hennessey
Location
389 Interpace Parkway, Suite 3, Parsippany, NJ, 07054
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sax Wealth Advisors, LLC
Previous Registrations
Drumlin Financial Advisory
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Jill Hennessey received a BS in Biology from Tufts University and a Master’s degree from the University of Pittsburgh and, prior to becoming a Financial Planner, worked for many years as a genetic counselor and in various positions in the biotechnology industry. Jill chose to change careers in 2006 when her son was born and sought a profession that allowed her to use her counseling skills and her love of statistics. After much consideration, and to her surprise, she realized that financial planning was the right fit. She started Drumlin Financial Advisory in 2010 and chose to specialize in working with science and technology professionals with whom she shares a similar academic background.In her spare time Jill enjoys spending time with family and friends, reading mysteries, watching the latest Star Trek series and training her Russell Terrier, Teddy, in scent work and obedience.Contact me today to explore howmy holistic approachand evidence-based investment strategy canhelp youdefine your goals, set your path, and stay on track toward your long-term financial vision.