# Elizabeth Garvey

> Elizabeth Garvey is a fee-only financial advisor at Barry Investment Advisors in New Bedford, Massachusetts, who holds the CFP credential. Barry Investment Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Barry Investment Advisors
- **Based in:** New Bedford, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $846.8M across 1,517 accounts
- **Credentials:** CFP
- **Works with:** Pre-retirees, Retirees, Multi-generational families, Executives
- **CRD:** 4547708 (https://adviserinfo.sec.gov/individual/summary/4547708)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 65 (2005)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://www.barryinvestmentadvisors.com

## Frequently asked questions

### Is Elizabeth Garvey a fee-only financial advisor?

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

### How does Elizabeth charge for financial advice?

Elizabeth's firm, Barry Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Elizabeth Garvey based?

Elizabeth Garvey is based in New Bedford, Massachusetts.

### What credentials does Elizabeth Garvey hold?

Elizabeth Garvey holds the CFP credential.

### Is Elizabeth Garvey registered with the SEC?

Yes. Elizabeth Garvey is registered as an investment adviser representative in MA (CRD 4547708), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Barry Investment Advisors manage?

Barry Investment Advisors reports $846.8M across 1,517 accounts in assets under management.

### How do I contact Elizabeth Garvey?

Through Elizabeth's website, www.barryinvestmentadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4547708): 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.barryinvestmentadvisors.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.