# Akhil Shah

> Akhil Shah is a fee-only financial advisor at Holmes Investment Management in Brockton, Massachusetts. Akhil focuses on retirement planning, estate & legacy planning and small business owners. Holmes Investment Management reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Holmes Investment Management
- **Based in:** Brockton, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $49.5M across 129 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Small business owners
- **CRD:** 8210426 (https://adviserinfo.sec.gov/individual/summary/8210426)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 65 (2025)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.hhria.com/

## Frequently asked questions

### Is Akhil Shah a fee-only financial advisor?

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

### How does Akhil charge for financial advice?

Akhil's firm, Holmes Investment Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Akhil Shah based?

Akhil Shah is based in Brockton, Massachusetts.

### What does Akhil specialize in?

Akhil's specialties include retirement planning, estate & legacy planning and small business owners.

### Is Akhil Shah registered with the SEC?

Yes. Akhil Shah is registered as an investment adviser representative in FL and TX (CRD 8210426), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Holmes Investment Management manage?

Holmes Investment Management reports $49.5M across 129 accounts in assets under management.

### How do I contact Akhil Shah?

Through Akhil's website, www.hhria.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8210426): 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://www.hhria.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.