Akhil Shah
Holmes Investment Management · Brockton, Massachusetts
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.
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Specialties
Facts
| Firm | Holmes Investment Management |
|---|---|
| Based in | Brockton, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $49.5M across 129 accounts |
| SEC registration | Investment adviser representative in FL, TX · CRD 8210426 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.hhria.com |
| Profile |
How Akhil's firm compares
- Holmes Investment Management's average account is about $384,000, from its Form ADV (assets managed divided by 129 accounts).
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Questions about Akhil
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Holmes Investment Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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