Brian Sokolowski
Bluebird Wealth Management · Medfield, Massachusetts
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.
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Facts
| Firm | Bluebird Wealth Management |
|---|---|
| Based in | Medfield, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $154.0M across 255 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 6920981 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.bluebirdwealthmanagement.com |
| Profile |
How Brian's firm compares
- Bluebird Wealth Management's average account is about $604,000, from its Form ADV (assets managed divided by 255 accounts).
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Questions about Brian
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.
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
- 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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