Alan Beaulieu
Bellwether Wealth · Lincoln, Nebraska
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.
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Specialties
Who they serve
- Founders
Facts
| Firm | Bellwether Wealth |
|---|---|
| Based in | Lincoln, Nebraska |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $784.0M across 1,461 accounts |
| SEC registration | Investment adviser representative in NH · CRD 5740382 |
| Exams passed | Series 65 (2010) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.bellwetherwealth.com |
How Alan's firm compares
- Bellwether Wealth's average account is about $537,000, from its Form ADV (assets managed divided by 1,461 accounts).
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Questions about Alan
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.
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
- Bellwether Wealth 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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