# Catherine Kennedy

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

Page: https://find.wellspent.co/advisors/catherine-kennedy/
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:** CFP
- **Works with:** Multi-generational families
- **CRD:** 5793595 (https://adviserinfo.sec.gov/individual/summary/5793595)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 65 (2010)
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** https://www.bhboston.com

## Frequently asked questions

### Is Catherine Kennedy a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Catherine 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 Catherine charge for financial advice?

Catherine charges a percentage of assets.

### Where is Catherine Kennedy based?

Catherine Kennedy is based in Boston, Massachusetts.

### What credentials does Catherine Kennedy hold?

Catherine Kennedy holds the CFP credential.

### Is Catherine Kennedy registered with the SEC?

Yes. Catherine Kennedy is registered as an investment adviser representative in MA (CRD 5793595), 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 Catherine Kennedy?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5793595): 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.