Firm
Barry Investment Advisors
New Bedford, Massachusetts
Fee-only
Barry Investment Advisors at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 8 advisors are listed here; 3 of 8 hold the CFP.
- Its Form ADV reports 12 employees and 391 individual clients, 182 of them high net worth.
- Its average account is about $558,000 (assets it manages divided by its 1,517 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | New Bedford, Massachusetts |
|---|---|
| Website | barryinvestmentadvisors.com |
| Phone | (888) 992-8601 |
Barry Investment Advisors fees
Barry Investment Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $847 million |
| Individual clients | 209 |
| High-net-worth clients | 182 |
| Accounts managed | 1,517 |
| Employees | 12 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-68447) |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 144955 |