# Adam Desjardins

> Adam Desjardins is a fee-only financial advisor at Birch Hill Investment Advisors in Boston, Massachusetts, who holds the CFA credential. Adam charges a percentage of assets.

Page: https://find.wellspent.co/advisors/adam-desjardins/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Birch Hill Investment Advisors
- **Based in:** Boston, Massachusetts
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $2.95B across 1,388 accounts
- **Credentials:** CFA
- **Works with:** Multi-generational families
- **CRD:** 4917963 (https://adviserinfo.sec.gov/individual/summary/4917963)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 65 (2014)
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** https://www.bhboston.com

## Frequently asked questions

### Is Adam Desjardins a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Birch Hill Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Adam charge for financial advice?

Adam charges a percentage of assets.

### Where is Adam Desjardins based?

Adam Desjardins is based in Boston, Massachusetts.

### What credentials does Adam Desjardins hold?

Adam Desjardins holds the CFA credential.

### Is Adam Desjardins registered with the SEC?

Yes. Adam Desjardins is registered as an investment adviser representative in MA (CRD 4917963), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Birch Hill Investment Advisors manage?

Birch Hill Investment Advisors reports $2.95B across 1,388 accounts in assets under management.

### How do I contact Adam Desjardins?

Through Adam's website, www.bhboston.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4917963): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://bhboston.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.