Kimberly Birn
Birn Financial · New York, New York
Kimberly Birn is a fee-only financial advisor at Birn Financial in New York, New York, who holds the CFP credential. Birn Financial reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Birn Financial |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 6682095 |
| Exams passed | Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
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Questions about Kimberly
Is Kimberly Birn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kimberly holds no broker registration, and Birn Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kimberly charge for financial advice?
Kimberly's firm, Birn Financial, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Kimberly Birn based?
Kimberly Birn is based in New York, New York.
What credentials does Kimberly Birn hold?
Kimberly Birn holds the CFP credential.
Is Kimberly Birn registered with the SEC?
Yes. Kimberly Birn is registered as an investment adviser representative in NY (CRD 6682095), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Kimberly Birn?
Contact details aren't on file yet. Search for Birn Financial.
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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