# Brian Sokolowski

> Brian Sokolowski is a fee-only financial advisor at Bluebird Wealth Management in Medfield, Massachusetts, who holds the CFA credential. Bluebird Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brian-sokolowski/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Bluebird Wealth Management
- **Based in:** Medfield, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $154.0M across 255 accounts
- **Credentials:** CFA
- **CRD:** 6920981 (https://adviserinfo.sec.gov/individual/summary/6920981)
- **SEC registration:** Investment adviser representative in MA
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.bluebirdwealthmanagement.com/

## Frequently asked questions

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

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

### Where is Brian Sokolowski based?

Brian Sokolowski is based in Medfield, Massachusetts.

### What credentials does Brian Sokolowski hold?

Brian Sokolowski holds the CFA credential.

### Is Brian Sokolowski registered with the SEC?

Yes. Brian Sokolowski is registered as an investment adviser representative in MA (CRD 6920981), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Bluebird Wealth Management manage?

Bluebird Wealth Management reports $154.0M across 255 accounts in assets under management.

### How do I contact Brian Sokolowski?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6920981): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.