# Brian Beaulieu

> Brian Beaulieu is a fee-only financial advisor at Bellwether Wealth in Manchester, New Hampshire. Brian 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/brian-beaulieu/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Bellwether Wealth
- **Based in:** Manchester, New Hampshire
- **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:** 5740383 (https://adviserinfo.sec.gov/individual/summary/5740383)
- **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 Brian Beaulieu a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brian 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 Brian charge for financial advice?

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

### Where is Brian Beaulieu based?

Brian Beaulieu is based in Manchester, New Hampshire.

### What does Brian specialize in?

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

### Is Brian Beaulieu registered with the SEC?

Yes. Brian Beaulieu is registered as an investment adviser representative in NH (CRD 5740383), 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 Brian Beaulieu?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5740383): 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.