# Anna Byrne

> Anna Byrne is a fee-only financial advisor at Kendall Wealth in Randolph, Massachusetts. Anna focuses on retirement planning, estate & legacy planning and tax planning. Kendall Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/anna-byrne/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Kendall Wealth
- **Based in:** Randolph, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $62.0M across 94 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 4432877 (https://adviserinfo.sec.gov/individual/summary/4432877)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 65 (2001)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.kendallwealth.com

## Frequently asked questions

### Is Anna Byrne a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Anna holds no broker registration, and Kendall Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Anna charge for financial advice?

Anna's firm, Kendall Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Anna Byrne based?

Anna Byrne is based in Randolph, Massachusetts.

### What does Anna specialize in?

Anna's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Anna works with multi-generational families.

### Is Anna Byrne registered with the SEC?

Yes. Anna Byrne is registered as an investment adviser representative in MA (CRD 4432877), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Kendall Wealth manage?

Kendall Wealth reports $62.0M across 94 accounts in assets under management.

### How do I contact Anna Byrne?

Through Anna's website, www.kendallwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4432877): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://kendallwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.