# George Kimball

> George Kimball is a fee-only financial advisor at Needham Advisory in North Andover, Massachusetts, who holds the CFA credential. George charges a percentage of assets and hourly fees ($250 an hour and 1% a year on the first tier of assets managed) and focuses on tax planning and estate & legacy planning.

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

## Facts

- **Firm:** Needham Advisory
- **Based in:** North Andover, Massachusetts
- **Fee model:** Percentage of assets; Hourly
- **Fees (firm's website):** $250 an hour; 1% a year on the first tier of assets managed
- **Assets under management (firm):** $102.4M across 244 accounts
- **Credentials:** CFA
- **Specialties:** Tax planning, Estate & legacy planning
- **CRD:** 1108380 (https://adviserinfo.sec.gov/individual/summary/1108380)
- **SEC registration:** Investment adviser representative in MA, NH, TX
- **Exams passed:** Series 63 (2006)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.needhamadvisory.com

## Frequently asked questions

### Is George Kimball a fee-only financial advisor?

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

### How does George charge for financial advice?

George charges a percentage of assets and hourly fees.

### How much does George charge?

According to Needham Advisory's website, checked October 30, 2026: $250 an hour; 1% a year on the first tier of assets managed.

### Where is George Kimball based?

George Kimball is based in North Andover, Massachusetts.

### What does George specialize in?

George's specialties include tax planning and estate & legacy planning.

### What credentials does George Kimball hold?

George Kimball holds the CFA credential.

### Is George Kimball registered with the SEC?

Yes. George Kimball is registered as an investment adviser representative in MA, NH and TX (CRD 1108380), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Needham Advisory manage?

Needham Advisory reports $102.4M across 244 accounts in assets under management.

### How do I contact George Kimball?

Through George's website, www.needhamadvisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1108380): 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://www.needhamadvisory.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.