Brian Beaulieu
Bellwether Wealth · Manchester, New Hampshire
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.
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Specialties
Who they serve
- Founders
Facts
| Firm | Bellwether Wealth |
|---|---|
| Based in | Manchester, New Hampshire |
| 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 5740383 |
| Exams passed | Series 65 (2010) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.bellwetherwealth.com |
How Brian'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 Brian
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.
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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