Clark Bellin
Bellwether Wealth · Lincoln, Nebraska
Clark Bellin is a fee-only financial advisor at Bellwether Wealth in Lincoln, Nebraska. Clark focuses on founders (pre-exit). Bellwether Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Bellwether Wealth |
|---|---|
| Based in | Lincoln, Nebraska |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $784.0M across 1,461 accounts |
| SEC registration | Investment adviser representative in LA, NE, TX · CRD 2879015 |
| Exams passed | Series 63 (1997) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.bellwetherwealth.com |
| Profile |
How Clark's firm compares
- Bellwether Wealth's average account is about $537,000, from its Form ADV (assets managed divided by 1,461 accounts).
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Questions about Clark
Is Clark Bellin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Clark holds no broker registration, and Bellwether Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Clark charge for financial advice?
Clark's firm, Bellwether Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Clark Bellin based?
Clark Bellin is based in Lincoln, Nebraska.
What does Clark specialize in?
Clark's specialties include founders (pre-exit). Clark works with founders.
Is Clark Bellin registered with the SEC?
Yes. Clark Bellin is registered as an investment adviser representative in LA, NE and TX (CRD 2879015), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bellwether Wealth manage?
Bellwether Wealth reports $784.0M across 1,461 accounts in assets under management.
How do I contact Clark Bellin?
Through Clark's website, www.bellwetherwealth.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
- Bellwether Wealth 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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