Whitney Holland
Barry Investment Advisors · New Bedford, Massachusetts
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.
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Who they serve
- Pre-retirees
- Retirees
- Multi-generational families
- Executives
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 |
| Assets under management | $846.8M across 1,517 accounts |
| SEC registration | Investment adviser representative in MA, RI · CRD 7892028 |
| Exams passed | Series 65 (2024) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.barryinvestmentadvisors.com |
How Whitney's firm compares
- Barry Investment Advisors's average account is about $558,000, from its Form ADV (assets managed divided by 1,517 accounts).
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Questions about Whitney
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.
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
- Barry 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.
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