George Kimball
Needham Advisory · North Andover, Massachusetts
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.
Request an introduction to George →
Specialties
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 | $102.4M across 244 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA, NH, TX · CRD 1108380 |
| Exams passed | Series 63 (2006) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.needhamadvisory.com |
| Profile |
How George's firm compares
- The hourly rate is $250, below the Massachusetts median of $300 for fee-only firms that publish prices.
- Needham Advisory's average account is about $420,000, from its Form ADV (assets managed divided by 244 accounts).
Request an introduction to George
Tell George a little about what you're looking for. George isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about George
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.
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
- Needham Advisory 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.
See something wrong? Request a correction. Read our methodology.