Bradford Boisvert
Rawlings Wealth Management · Glastonbury, Connecticut
Bradford Boisvert is a fee-only financial advisor at Rawlings Wealth Management in Glastonbury, Connecticut. Bradford focuses on retirement planning. Rawlings Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Rawlings Wealth Management |
|---|---|
| Based in | Glastonbury, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $17.5M across 81 accounts |
| SEC registration | Investment adviser representative in CT · CRD 4677941 |
| Exams passed | Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.rawlingswm.com |
How Bradford's firm compares
- Rawlings Wealth Management's average account is about $216,000, from its Form ADV (assets managed divided by 81 accounts).
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Questions about Bradford
Is Bradford Boisvert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bradford holds no broker registration, and Rawlings Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bradford charge for financial advice?
Bradford's firm, Rawlings Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Bradford Boisvert based?
Bradford Boisvert is based in Glastonbury, Connecticut.
What does Bradford specialize in?
Bradford's specialties include retirement planning.
Is Bradford Boisvert registered with the SEC?
Yes. Bradford Boisvert is registered as an investment adviser representative in CT (CRD 4677941), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rawlings Wealth Management manage?
Rawlings Wealth Management reports $17.5M across 81 accounts in assets under management.
How do I contact Bradford Boisvert?
Through Bradford's website, www.rawlingswm.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
- Rawlings Wealth Management 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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