Andrea Crowell
Kearney-Burch Financial Services · Bolton, Massachusetts
Andrea Crowell is a fee-only financial advisor at Kearney-Burch Financial Services in Bolton, Massachusetts. Kearney-Burch Financial Services reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Kearney-Burch Financial Services |
|---|---|
| Based in | Bolton, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $80.7M across 63 accounts |
| SEC registration | Investment adviser representative in CA, MA · CRD 5045099 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.kearneyburch.com |
How Andrea's firm compares
- Kearney-Burch Financial Services's average account is about $1.3 million, from its Form ADV (assets managed divided by 63 accounts).
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Questions about Andrea
Is Andrea Crowell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrea holds no broker registration, and Kearney-Burch Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrea charge for financial advice?
Andrea's firm, Kearney-Burch Financial Services, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Andrea Crowell based?
Andrea Crowell is based in Bolton, Massachusetts.
Is Andrea Crowell registered with the SEC?
Yes. Andrea Crowell is registered as an investment adviser representative in CA and MA (CRD 5045099), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kearney-Burch Financial Services manage?
Kearney-Burch Financial Services reports $80.7M across 63 accounts in assets under management.
How do I contact Andrea Crowell?
Through Andrea's website, www.kearneyburch.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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