Kimberly Quinn
KSQ Financial Services · Halifax, Massachusetts
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.
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Facts
| Firm | KSQ Financial Services |
|---|---|
| Based in | Halifax, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $14.2M across 45 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 2320442 |
| Exams passed | Series 63 (1993) · Series 65 (1997) · Series 66 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Kimberly's firm compares
- KSQ Financial Services's average account is about $315,000, from its Form ADV (assets managed divided by 45 accounts).
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Questions about Kimberly
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.
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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