Kenan Nacar
Charles River Wealth Management · Burlington, Massachusetts
Kenan Nacar is a fee-only financial advisor at Charles River Wealth Management in Burlington, Massachusetts, who holds the CFP credential. Charles River Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Charles River Wealth Management |
|---|---|
| Based in | Burlington, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $110.3M across 343 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, NH · CRD 4209369 |
| Exams passed | Series 63 (2001) · Series 65 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | kenannacar.myhomehq.biz |
| Profile |
How Kenan's firm compares
- Charles River Wealth Management's average account is about $322,000, from its Form ADV (assets managed divided by 343 accounts).
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Questions about Kenan
Is Kenan Nacar a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kenan holds no broker registration, and Charles River Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kenan charge for financial advice?
Kenan's firm, Charles River Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Kenan Nacar based?
Kenan Nacar is based in Burlington, Massachusetts.
What credentials does Kenan Nacar hold?
Kenan Nacar holds the CFP credential.
Is Kenan Nacar registered with the SEC?
Yes. Kenan Nacar is registered as an investment adviser representative in MA and NH (CRD 4209369), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Charles River Wealth Management manage?
Charles River Wealth Management reports $110.3M across 343 accounts in assets under management.
How do I contact Kenan Nacar?
Through Kenan's website, kenannacar.myhomehq.biz.
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
- Charles River Wealth Management 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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