# Timothy Malloy

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

Page: https://find.wellspent.co/advisors/timothy-malloy/
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:** CFP
- **Works with:** Multi-generational families
- **CRD:** 4897935 (https://adviserinfo.sec.gov/individual/summary/4897935)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 65 (2013)
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** https://www.bhboston.com

## Frequently asked questions

### Is Timothy Malloy a fee-only financial advisor?

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

Timothy charges a percentage of assets.

### Where is Timothy Malloy based?

Timothy Malloy is based in Boston, Massachusetts.

### What credentials does Timothy Malloy hold?

Timothy Malloy holds the CFP credential.

### Is Timothy Malloy registered with the SEC?

Yes. Timothy Malloy is registered as an investment adviser representative in MA (CRD 4897935), 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 Timothy Malloy?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4897935): 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

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