# Flanagan Financial Management

> Flanagan Financial Management is a state-registered investment advisory firm, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 167486
- Filed as: FLANAGAN FINANCIAL MANAGEMENT
- Legal name: Flanagan, Erinn Duffy
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New York
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/167486
- AdvisorCensus page: https://advisorcensus.com/firm/flanagan-financial-management-167486

## Quick answers

**How is Flanagan Financial Management compensated?**
On its Form ADV (Item 5.E, October 2026), Flanagan Financial Management reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Flanagan Financial Management registered with the SEC or a state?**
Flanagan Financial Management is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 167486.

**How much does Flanagan Financial Management manage?**
Flanagan Financial Management reports $24,139,425 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**What types of clients does Flanagan Financial Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (5).

**Does Flanagan Financial Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/167486

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $24,139,425
- Discretionary: $24,139,425
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $1,939,924 |
| High net worth individuals | 5 | $19,510,000 |
| Charitable organizations | Fewer than 5 | $2,689,501 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Flanagan Financial Management (CRD 167486): Form ADV filing data as of October 2026.