# Alan Beaulieu

> Alan Beaulieu is a fee-only financial advisor at Bellwether Wealth in Lincoln, Nebraska. Alan focuses on founders (pre-exit). Bellwether Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Bellwether Wealth
- **Based in:** Lincoln, Nebraska
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $784.0M across 1,461 accounts
- **Specialties:** Founders (pre-exit)
- **Works with:** Founders
- **CRD:** 5740382 (https://adviserinfo.sec.gov/individual/summary/5740382)
- **SEC registration:** Investment adviser representative in NH
- **Exams passed:** Series 65 (2010)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://www.bellwetherwealth.com

## Frequently asked questions

### Is Alan Beaulieu a fee-only financial advisor?

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

### How does Alan charge for financial advice?

Alan's firm, Bellwether Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Alan Beaulieu based?

Alan Beaulieu is based in Lincoln, Nebraska.

### What does Alan specialize in?

Alan's specialties include founders (pre-exit). Alan works with founders.

### Is Alan Beaulieu registered with the SEC?

Yes. Alan Beaulieu is registered as an investment adviser representative in NH (CRD 5740382), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Bellwether Wealth manage?

Bellwether Wealth reports $784.0M across 1,461 accounts in assets under management.

### How do I contact Alan Beaulieu?

Through Alan's website, www.bellwetherwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5740382): 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.bellwetherwealth.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.