Brian Boswell
Newbridge Wealth Management · Malden, Massachusetts
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.
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Specialties
Who they serve
- Executives
- Retirees
- Early-career professionals
- Mid-life transitions
Facts
| Firm | Newbridge Wealth Management |
|---|---|
| Based in | Malden, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $219.5M across 800 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 4410706 |
| Exams passed | Series 63 (2003) · Series 66 (2020) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.newbridgewealth.com |
| Profile |
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Questions about Brian
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.
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
- Newbridge 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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