AS
CFP
AS
CFP

Alanna O'connor Spada

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningDivorce PlanningEducation PlanningCharitable GivingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
571 advisors
Number of Clients
19,810 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$122.8B

Fee Structure

Financial Planning:Included in AUM fee
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Location

265 Franklin Street, 20th Floor, Boston, MA, 02110

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Cerity Partners LLC
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Prio Wealth LP
October 2019 - February 2025 · 5 yrs 4 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.