BK
BK

Brian Arthur Kinney

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
101 advisors
Number of Clients
3,051 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$5.6B

Fee Structure

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Location

57 River Street, Suite 304, Wellesley, MA, 02481

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brian is the founder of Kinney Munro Wealth Advisors, offering investment advisory services, dedicating full-time hours. He also works at Catalyst Professional Advisors, a professional and executive coaching firm.

Employment History
Current Registrations
Mariner Independent
March 2024 - Present · 1 yr 11 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.