Kearney-Burch Financial Services, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$80,693,072
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
62
27% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
62
Average account size
$1,301,501
About
Kearney-Burch Financial Services, Inc. provides investment advisory services, financial planning and general consultation to individuals, high‑net‑worth clients and corporate entities. As of March 17, 2025 the firm manages 64 discretionary portfolios representing roughly $73.9 million in assets.
The firm matches clients to model portfolios using a risk tolerance questionnaire and employs MoneyGuide Pro for financial planning and portfolio modeling, typically implementing allocations with funds from American Funds/American Legacy. Investment decisions draw on both fundamental and technical analysis, with quarterly account reviews and discretionary authority to trade and rebalance as appropriate.
Notable features in the brochure include the firm’s provision of 401(k) investment advisory services and pension/plan consulting for corporate clients, and a third‑party newsletter posted on its website at no charge, services that are less common among independent advisers. The brochure also describes written quarterly reporting for asset allocation clients and states that proxy voting remains the client’s responsibility.
Client services
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Expertise
Wealth management
Cash flow / budgeting
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 for financial plans and general consultation
Account minimum: $100,000 Fee-only: Financial planning and consultation billed at $250 per hour
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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