# Kimberly Quinn

> Kimberly Quinn is a fee-only financial advisor at KSQ Financial Services in Halifax, Massachusetts, who holds the CFP credential. KSQ Financial Services reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kimberly-quinn/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** KSQ Financial Services
- **Based in:** Halifax, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $14.2M across 45 accounts
- **Credentials:** CFP
- **CRD:** 2320442 (https://adviserinfo.sec.gov/individual/summary/2320442)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 63 (1993), Series 65 (1997), Series 66 (2003)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Kimberly Quinn a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kimberly holds no broker registration, and KSQ Financial Services 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, KSQ Financial Services, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Kimberly Quinn based?

Kimberly Quinn is based in Halifax, Massachusetts.

### What credentials does Kimberly Quinn hold?

Kimberly Quinn holds the CFP credential.

### Is Kimberly Quinn registered with the SEC?

Yes. Kimberly Quinn is registered as an investment adviser representative in MA (CRD 2320442), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does KSQ Financial Services manage?

KSQ Financial Services reports $14.2M across 45 accounts in assets under management.

### How do I contact Kimberly Quinn?

Contact details aren't on file yet. Search for KSQ Financial Services.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2320442): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.