Kristin McKenna
Darrow Wealth Management · Needham, Massachusetts
Kristin McKenna is a fee-only financial advisor at Darrow Wealth Management in Needham, Massachusetts, who holds the CFP credential. Kristin charges a percentage of assets (1% a year on the first tier of assets managed and a $2,000,000 asset minimum) and focuses on equity compensation, founders (pre-exit) and retirement planning.
Request an introduction to Kristin →
Specialties
Who they serve
- Founders
- Executives
- Tech employees
- Ultra high net worth
- Multi-generational families
- Divorced individuals
Facts
| Firm | Darrow Wealth Management |
|---|---|
| Based in | Needham, Massachusetts |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $2,000,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $392.4M across 408 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, TX · CRD 6405372 |
| Exams passed | Series 65 (2014) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.darrowwealthmanagement.com |
| Profile |
Request an introduction to Kristin
Tell Kristin a little about what you're looking for. Kristin 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 Kristin
Is Kristin McKenna a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kristin holds no broker registration, and Darrow Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kristin charge for financial advice?
Kristin charges a percentage of assets.
How much does Kristin charge?
According to Darrow Wealth Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $2,000,000 asset minimum.
Does Kristin work with clients virtually?
Yes. Darrow Wealth Management says on its website that it works with clients remotely.
Where is Kristin McKenna based?
Kristin McKenna is based in Needham, Massachusetts.
What does Kristin specialize in?
Kristin's specialties include equity compensation, founders (pre-exit), retirement planning, tax planning and estate & legacy planning. Kristin works with founders, executives, tech employees, ultra high net worth and multi-generational families.
What credentials does Kristin McKenna hold?
Kristin McKenna holds the CFP credential.
Is Kristin McKenna registered with the SEC?
Yes. Kristin McKenna is registered as an investment adviser representative in MA and TX (CRD 6405372), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Darrow Wealth Management manage?
Darrow Wealth Management reports $392.4M across 408 accounts in assets under management.
How do I contact Kristin McKenna?
Through Kristin's website, www.darrowwealthmanagement.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
- Darrow Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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.