Katherine Kiezulas is a registered investment advisor at Sechrest Financial Services, based in Acton, MA, with 1 years of industry experience. Katherine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 53 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sechrest Financial Services does not manage investments directly. Instead, they provide financial planning and wealth management advice. The fees for these services are negotiated and generally range from $12,000 to $20,000 per year, billed quarterly.
Location
One Acton Place, Suite 301, 526 Main Street, Acton, MA, 01720
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sechrest Financial Services
State Registrations1 state
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