# Katherine Kiezulas

> Katherine Kiezulas is a fee-only financial advisor at Sechrest & Bloom in Acton, Massachusetts. Katherine focuses on tax planning, estate & legacy planning and small business owners. Sechrest & Bloom reports charging fixed fees on its Form ADV.

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

## Facts

- **Firm:** Sechrest & Bloom
- **Based in:** Acton, Massachusetts
- **Fee model (firm's Form ADV):** Fixed fees
- **Assets under management (firm):** $199.2M across 344 accounts
- **Specialties:** Tax planning, Estate & legacy planning, Small business owners
- **CRD:** 7751218 (https://adviserinfo.sec.gov/individual/summary/7751218)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 65 (2025)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.sechrestcpa.com

## Frequently asked questions

### Is Katherine Kiezulas a fee-only financial advisor?

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

### How does Katherine charge for financial advice?

Katherine's firm, Sechrest & Bloom, reports charging fixed fees on its SEC Form ADV.

### Where is Katherine Kiezulas based?

Katherine Kiezulas is based in Acton, Massachusetts.

### What does Katherine specialize in?

Katherine's specialties include tax planning, estate & legacy planning and small business owners.

### Is Katherine Kiezulas registered with the SEC?

Yes. Katherine Kiezulas is registered as an investment adviser representative in MA (CRD 7751218), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sechrest & Bloom manage?

Sechrest & Bloom reports $199.2M across 344 accounts in assets under management.

### How do I contact Katherine Kiezulas?

Through Katherine's website, www.sechrestcpa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7751218): 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.sechrestcpa.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.