Bruce Hulme
Bortolussi Wealth Management · Southborough, Massachusetts
Bruce Hulme is a fee-only financial advisor at Bortolussi Wealth Management in Southborough, Massachusetts. Bruce focuses on retirement planning, estate & legacy planning and small business owners. Bortolussi Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
- Physicians
- Executives
- Ultra high net worth
Facts
| Firm | Bortolussi Wealth Management |
|---|---|
| Based in | Southborough, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $86.0M across 319 accounts |
| SEC registration | Investment adviser representative in MA · CRD 1186144 |
| Exams passed | Series 63 (2002) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.bortowm.com |
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Questions about Bruce
Is Bruce Hulme a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bruce holds no broker registration, and Bortolussi Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bruce charge for financial advice?
Bruce's firm, Bortolussi Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Bruce Hulme based?
Bruce Hulme is based in Southborough, Massachusetts.
What does Bruce specialize in?
Bruce's specialties include retirement planning, estate & legacy planning and small business owners. Bruce works with retirees, pre-retirees, founders, physicians and executives.
Is Bruce Hulme registered with the SEC?
Yes. Bruce Hulme is registered as an investment adviser representative in MA (CRD 1186144), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bortolussi Wealth Management manage?
Bortolussi Wealth Management reports $86.0M across 319 accounts in assets under management.
How do I contact Bruce Hulme?
Through Bruce's website, www.bortowm.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
- Bortolussi 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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