Kimberly Birn is a CFP-designated registered investment advisor at Birn Financial INC, based in New York, NY, with 1 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 13 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Birn Financial offers ongoing financial planning for a negotiated fixed rate between $1,500 and $25,000 per month, paid monthly.
Birn Financial offers one-time financial plans for a negotiated fixed rate of $5,500. Hourly financial planning services are also available for a negotiated fee between $300 and $1,000 per hour.
Location
23 Ludlow St Suite, 3, New York, NY, 10002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kimberly works as a fractional CFO, prepares tax returns for a limited number of clients, and provides tax review/strategic and business strategy planning services.
Employment History
Current Registrations
Birn Financial INC
State Registrations1 state
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