Joseph Kendall
Mayflower Advisors · Boston, Massachusetts
Joseph Kendall is a fee-only financial advisor at Mayflower Advisors in Boston, Massachusetts. Mayflower Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Mayflower Advisors |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $5.82B across 2,924 accounts |
| SEC registration | Investment adviser representative in MA · CRD 5780238 |
| Exams passed | Series 63 (2010) · Series 65 (2015) |
| Firm size | 33 employees |
| Disclosures | None reported |
| Website | mayfloweradvisors.com |
How Joseph's firm compares
- Mayflower Advisors's average account is about $2.0 million, from its Form ADV (assets managed divided by 2,924 accounts).
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Questions about Joseph
Is Joseph Kendall a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Mayflower Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Mayflower Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joseph Kendall based?
Joseph Kendall is based in Boston, Massachusetts.
Is Joseph Kendall registered with the SEC?
Yes. Joseph Kendall is registered as an investment adviser representative in MA (CRD 5780238), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mayflower Advisors manage?
Mayflower Advisors reports $5.82B across 2,924 accounts in assets under management.
How do I contact Joseph Kendall?
Through Joseph's website, mayfloweradvisors.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
- 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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