# Matthew Malicki

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

Page: https://find.wellspent.co/advisors/matthew-malicki/
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:** CFA
- **Works with:** Multi-generational families
- **CRD:** 8211902 (https://adviserinfo.sec.gov/individual/summary/8211902)
- **SEC registration:** Investment adviser representative in MA
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** https://www.bhboston.com

## Frequently asked questions

### Is Matthew Malicki a fee-only financial advisor?

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

Matthew charges a percentage of assets.

### Where is Matthew Malicki based?

Matthew Malicki is based in Boston, Massachusetts.

### What credentials does Matthew Malicki hold?

Matthew Malicki holds the CFA credential.

### Is Matthew Malicki registered with the SEC?

Yes. Matthew Malicki is registered as an investment adviser representative in MA (CRD 8211902), 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 Matthew Malicki?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8211902): 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

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.