# Whitney Holland

> Whitney Holland is a fee-only financial advisor at Barry Investment Advisors in New Bedford, Massachusetts. Barry Investment Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Barry Investment Advisors
- **Based in:** New Bedford, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $846.8M across 1,517 accounts
- **Works with:** Pre-retirees, Retirees, Multi-generational families, Executives
- **CRD:** 7892028 (https://adviserinfo.sec.gov/individual/summary/7892028)
- **SEC registration:** Investment adviser representative in MA, RI
- **Exams passed:** Series 65 (2024)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://www.barryinvestmentadvisors.com

## Frequently asked questions

### Is Whitney Holland a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Whitney holds no broker registration, and Barry Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Whitney charge for financial advice?

Whitney's firm, Barry Investment Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Whitney Holland based?

Whitney Holland is based in New Bedford, Massachusetts.

### Is Whitney Holland registered with the SEC?

Yes. Whitney Holland is registered as an investment adviser representative in MA and RI (CRD 7892028), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Barry Investment Advisors manage?

Barry Investment Advisors reports $846.8M across 1,517 accounts in assets under management.

### How do I contact Whitney Holland?

Through Whitney's website, www.barryinvestmentadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7892028): 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.barryinvestmentadvisors.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.