# Patricia Welsh

> Patricia Welsh is a fee-only financial advisor at Fox Hill Wealth Management in Dedham, Massachusetts, who holds the CFP credential. Patricia charges a percentage of assets and a one-time planning fee (no asset minimum) and focuses on estate & legacy planning and tax planning.

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

## Facts

- **Firm:** Fox Hill Wealth Management
- **Based in:** Dedham, Massachusetts
- **Fee model:** Percentage of assets; One-time planning fee
- **Fees (firm's website):** no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $290.2M across 1,244 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Tax planning
- **CRD:** 1673111 (https://adviserinfo.sec.gov/individual/summary/1673111)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 63 (2014), Series 65 (2004)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.foxhillwealth.com

## Frequently asked questions

### Is Patricia Welsh a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Patricia holds no broker registration, and Fox Hill Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Patricia charge for financial advice?

Patricia charges a percentage of assets and a one-time planning fee.

### How much does Patricia charge?

According to Fox Hill Wealth Management's website, checked October 30, 2026: no asset minimum.

### Where is Patricia Welsh based?

Patricia Welsh is based in Dedham, Massachusetts.

### What does Patricia specialize in?

Patricia's specialties include estate & legacy planning and tax planning.

### What credentials does Patricia Welsh hold?

Patricia Welsh holds the CFP credential.

### Is Patricia Welsh registered with the SEC?

Yes. Patricia Welsh is registered as an investment adviser representative in MA (CRD 1673111), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Fox Hill Wealth Management manage?

Fox Hill Wealth Management reports $290.2M across 1,244 accounts in assets under management.

### How do I contact Patricia Welsh?

Through Patricia's website, www.foxhillwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1673111): 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.foxhillwealth.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.