Kathy Alves
Barry Investment Advisors · New Bedford, Massachusetts
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.
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Who they serve
- Pre-retirees
- Retirees
- Multi-generational families
- Executives
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 |
| Assets under management | $846.8M across 1,517 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 2154550 |
| Exams passed | Series 63 (1991) · Series 65 (1996) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.barryinvestmentadvisors.com |
| Profile |
How Kathy's firm compares
- Barry Investment Advisors's average account is about $558,000, from its Form ADV (assets managed divided by 1,517 accounts).
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Questions about Kathy
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.
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
- Barry 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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