Catherine Kennedy
Birch Hill Investment Advisors · Boston, Massachusetts
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.
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Who they serve
- Multi-generational families
Facts
| Firm | Birch Hill Investment Advisors |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model | Percentage of assets |
| Assets under management | $2.95B across 1,388 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 5793595 |
| Exams passed | Series 65 (2010) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.bhboston.com |
How Catherine's firm compares
- Birch Hill Investment Advisors's average account is about $2.1 million, from its Form ADV (assets managed divided by 1,388 accounts).
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Questions about Catherine
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.
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
- Birch Hill Investment Advisors 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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