Katherine Kiezulas
Sechrest & Bloom · Acton, Massachusetts
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.
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Specialties
Facts
| Firm | Sechrest & Bloom |
|---|---|
| Based in | Acton, Massachusetts |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $199.2M across 344 accounts |
| SEC registration | Investment adviser representative in MA · CRD 7751218 |
| Exams passed | Series 65 (2025) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.sechrestcpa.com |
How Katherine's firm compares
- Sechrest & Bloom's average account is about $579,000, from its Form ADV (assets managed divided by 344 accounts).
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Questions about Katherine
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.
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
- Sechrest & Bloom 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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