Kearney-Burch Financial Services, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$60,595,081
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
62
27% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
62
Very HighAverage account size
$977,340
About
Kearney-Burch Financial Services, Inc. provides discretionary portfolio management, written financial plans and hourly consultation to individuals, high‑net‑worth clients and corporate clients, and also accepts 401(k)/pension advisory engagements. The firm reports managing 64 portfolios totaling approximately $80.7 million and offers asset‑allocation services alongside standalone financial planning.
Clients are placed into model portfolios based on a risk‑tolerance questionnaire and the firm implements asset‑allocation strategies primarily through mutual funds, with a noted emphasis on American Funds and American Legacy offerings. Investment decisions draw on both fundamental and technical analysis, financial planning uses MoneyGuide Pro, and accounts are reviewed quarterly with discretionary rebalancing as appropriate.
Distinctive elements compared with many solo independent advisers include the firm’s publication of a third‑party newsletter on its website and its explicit servicing of corporate and retirement plan clients, which are less common in this peer group. The firm operates on a fee‑based AUM model, does not accept commissions or performance‑based fees, and provides quarterly client reporting tied to its model portfolio framework.
Client services
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Expertise
Wealth management
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.72% annually $2,000,001+: 0.48% annually
$250 per hour
Account minimum: $100,000
Main office location
Kearney-Burch Financial Services, Inc.
Bolton MA, United States
Number of offices
1
Most active in
Kearney-Burch Financial Services, Inc. has reported serving >5 clients in these states in the last 12 months.
California · Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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