# Alan Bewley

> Alan Bewley is a fee-only financial advisor at United Wealth Management in Charlottesville, Virginia. United Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/alan-bewley/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** United Wealth Management
- **Based in:** Charlottesville, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $406.6M across 945 accounts
- **CRD:** 4503119 (https://adviserinfo.sec.gov/individual/summary/4503119)
- **SEC registration:** Investment adviser representative in AL, CA, CO, FL, IL, KS, MD, PA, TX, VA
- **Exams passed:** Series 63 (2002), Series 65 (2003)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.unitedwealthmanagement.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Alan holds no broker registration, and United Wealth Management 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, United Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Alan Bewley based?

Alan Bewley is based in Charlottesville, Virginia.

### Is Alan Bewley registered with the SEC?

Yes. Alan Bewley is registered as an investment adviser representative in AL, CA, CO, FL, IL, KS, MD, PA, TX and VA (CRD 4503119), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does United Wealth Management manage?

United Wealth Management reports $406.6M across 945 accounts in assets under management.

### How do I contact Alan Bewley?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4503119): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.