# Kathy Alves

> Kathy Alves 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/kathy-alves/
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:** 2154550 (https://adviserinfo.sec.gov/individual/summary/2154550)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 63 (1991), Series 65 (1996)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://www.barryinvestmentadvisors.com

## Frequently asked questions

### Is Kathy Alves a fee-only financial advisor?

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

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

### Where is Kathy Alves based?

Kathy Alves is based in New Bedford, Massachusetts.

### What credentials does Kathy Alves hold?

Kathy Alves holds the CFP credential.

### Is Kathy Alves registered with the SEC?

Yes. Kathy Alves is registered as an investment adviser representative in MA (CRD 2154550), 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 Kathy Alves?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2154550): 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.