Kevin Donohue
Centerpoint Advisors · Needham, Massachusetts
Kevin Donohue is a fee-only financial advisor at Centerpoint Advisors in Needham, Massachusetts. Centerpoint Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Kevin →
Facts
| Firm | Centerpoint Advisors |
|---|---|
| Based in | Needham, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $731.9M across 1,055 accounts |
| SEC registration | Investment adviser representative in MA · CRD 7282380 |
| Exams passed | Series 65 (2020) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | centerpointadvisors.net |
How Kevin's firm compares
- Centerpoint Advisors's average account is about $694,000, from its Form ADV (assets managed divided by 1,055 accounts).
Request an introduction to Kevin
Tell Kevin a little about what you're looking for. Kevin 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 Kevin
Is Kevin Donohue a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Centerpoint Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, Centerpoint Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Kevin Donohue based?
Kevin Donohue is based in Needham, Massachusetts.
Is Kevin Donohue registered with the SEC?
Yes. Kevin Donohue is registered as an investment adviser representative in MA (CRD 7282380), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Centerpoint Advisors manage?
Centerpoint Advisors reports $731.9M across 1,055 accounts in assets under management.
How do I contact Kevin Donohue?
Through Kevin's website, centerpointadvisors.net.
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.
See something wrong? Request a correction. Read our methodology.