Matthew Malicki
Birch Hill Investment Advisors · Boston, Massachusetts
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.
Request an introduction to Matthew →
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 | CFA |
| SEC registration | Investment adviser representative in MA · CRD 8211902 |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.bhboston.com |
How Matthew'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).
Request an introduction to Matthew
Tell Matthew a little about what you're looking for. Matthew isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Matthew
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.
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.
See something wrong? Request a correction. Read our methodology.