# Brian Boswell

> Brian Boswell is a fee-only financial advisor at Newbridge Wealth Management in Malden, Massachusetts, who holds the CFP credential. Brian focuses on retirement planning, small business owners and family wealth transfer. Newbridge Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brian-boswell/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Newbridge Wealth Management
- **Based in:** Malden, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $219.5M across 800 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Small business owners, Family wealth transfer
- **Works with:** Executives, Retirees, Early-career professionals, Mid-life transitions
- **CRD:** 4410706 (https://adviserinfo.sec.gov/individual/summary/4410706)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 63 (2003), Series 66 (2020)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.newbridgewealth.com

## Frequently asked questions

### Is Brian Boswell a fee-only financial advisor?

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

### Where is Brian Boswell based?

Brian Boswell is based in Malden, Massachusetts.

### What does Brian specialize in?

Brian's specialties include retirement planning, small business owners and family wealth transfer. Brian works with executives, retirees, early-career professionals and mid-life transitions.

### What credentials does Brian Boswell hold?

Brian Boswell holds the CFP credential.

### Is Brian Boswell registered with the SEC?

Yes. Brian Boswell is registered as an investment adviser representative in MA (CRD 4410706), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Newbridge Wealth Management manage?

Newbridge Wealth Management reports $219.5M across 800 accounts in assets under management.

### How do I contact Brian Boswell?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4410706): 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.newbridgewealth.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.