Patricia Welsh
Fox Hill Wealth Management · Dedham, Massachusetts
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.
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Specialties
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 |
| Assets under management | $290.2M across 1,244 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 1673111 |
| Exams passed | Series 63 (2014) · Series 65 (2004) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.foxhillwealth.com |
How Patricia's firm compares
- Fox Hill Wealth Management's average account is about $233,000, from its Form ADV (assets managed divided by 1,244 accounts).
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Questions about Patricia
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.
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
- Fox Hill Wealth Management 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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