Cassandra Kirby
Braun-Bostich & Associates · Canonsburg, Pennsylvania
Cassandra Kirby is a fee-only financial advisor at Braun-Bostich & Associates in Canonsburg, Pennsylvania. Cassandra focuses on physicians & residents, retirement planning and estate & legacy planning. Braun-Bostich & Associates reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Physicians
- Retirees
- Pre-retirees
- High earners
Facts
| Firm | Braun-Bostich & Associates |
|---|---|
| Based in | Canonsburg, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $249.6M across 972 accounts |
| SEC registration | Investment adviser representative in PA · CRD 4449859 |
| Exams passed | Series 66 (2002) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.braun-bostich.com |
| Profile |
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Questions about Cassandra
Is Cassandra Kirby a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cassandra holds no broker registration, and Braun-Bostich & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cassandra charge for financial advice?
Cassandra's firm, Braun-Bostich & Associates, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Cassandra charge?
According to Braun-Bostich & Associates's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Cassandra Kirby based?
Cassandra Kirby is based in Canonsburg, Pennsylvania.
What does Cassandra specialize in?
Cassandra's specialties include physicians & residents, retirement planning, estate & legacy planning, tax planning, divorce financial planning and pension planning. Cassandra works with physicians, retirees, pre-retirees and high earners.
Is Cassandra Kirby registered with the SEC?
Yes. Cassandra Kirby is registered as an investment adviser representative in PA (CRD 4449859), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Braun-Bostich & Associates manage?
Braun-Bostich & Associates reports $249.6M across 972 accounts in assets under management.
How do I contact Cassandra Kirby?
Through Cassandra's website, www.braun-bostich.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
- Braun-Bostich & Associates 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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