Kimberley Feeney Zollo
Essex Capital Management · Lynn, Massachusetts
Kimberley Feeney Zollo is a fee-only financial advisor at Essex Capital Management in Lynn, Massachusetts, who holds the CFP credential. Essex Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Essex Capital Management |
|---|---|
| Based in | Lynn, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $46.3M across 98 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 2824170 |
| Exams passed | Series 63 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.essexcapm.com |
How Kimberley's firm compares
- Essex Capital Management's average account is about $472,000, from its Form ADV (assets managed divided by 98 accounts).
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Questions about Kimberley
Is Kimberley Feeney Zollo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kimberley holds no broker registration, and Essex Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kimberley charge for financial advice?
Kimberley's firm, Essex Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Kimberley Feeney Zollo based?
Kimberley Feeney Zollo is based in Lynn, Massachusetts.
What credentials does Kimberley Feeney Zollo hold?
Kimberley Feeney Zollo holds the CFP credential.
Is Kimberley Feeney Zollo registered with the SEC?
Yes. Kimberley Feeney Zollo is registered as an investment adviser representative in MA (CRD 2824170), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Essex Capital Management manage?
Essex Capital Management reports $46.3M across 98 accounts in assets under management.
How do I contact Kimberley Feeney Zollo?
Through Kimberley's website, www.essexcapm.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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