Kearney-Burch Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$60,595,081
Clients
62
Advisors
1
of 1 employees
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
Expertise
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
Bolton MA
Advisors at this office
1
Most active in
California · Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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