Kearney-Burch Financial Services, Inc. fees and pricing

Financial planner in Bolton, Massachusetts. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, Kearney-Burch Financial Services, Inc. charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Financial Plans and General Consultation services are billed at $250 per hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“Investment Advisory Services (Asset Allocation) clients are charged in arrears a quarterly fee based on the value of their portfolio.”
“The client agrees to either have the fees extracted from their portfolio or to pay the fees upon receipt of a KBFS invoice.”
“Fees are due and payable upon 4 receipt of invoice.”

Its hourly rate of $250 is below the Massachusetts median of $300. 27% of the 183 other Massachusetts planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 1992 (34 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 62
Employees: 1
Works with: Individuals, high net worth individuals, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and newsletters and publications
Assets managed: $80,693,072
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 304040
Website: kearneyburch.com (opens in new tab)
Phone: (925) 275-4940

Can advise clients in 2 states: California, Massachusetts

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.