Anna Byrne
Kendall Wealth · Randolph, Massachusetts
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Kendall Wealth |
|---|---|
| Based in | Randolph, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $62.0M across 94 accounts |
| SEC registration | Investment adviser representative in MA · CRD 4432877 |
| Exams passed | Series 65 (2001) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.kendallwealth.com |
| Profile |
How Anna's firm compares
- Kendall Wealth's average account is about $660,000, from its Form ADV (assets managed divided by 94 accounts).
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Questions about Anna
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.
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
- Kendall Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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