Joshua Pearson
Blue Bell Private Wealth Management · Blue Bell, Pennsylvania
Joshua Pearson is a fee-only financial advisor at Blue Bell Private Wealth Management in Blue Bell, Pennsylvania, who holds the CFP credential. Joshua focuses on tax planning and retirement planning. Blue Bell Private 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
- Retirees
Facts
| Firm | Blue Bell Private Wealth Management |
|---|---|
| Based in | Blue Bell, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.12B across 2,249 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 6536431 |
| Exams passed | Series 66 (2016) |
| Firm size | 13 employees |
| Disclosures | Reported; see the SEC record |
| Website | bluebellpwm.com |
How Joshua's firm compares
- Blue Bell Private Wealth Management's average account is about $499,000, from its Form ADV (assets managed divided by 2,249 accounts).
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Questions about Joshua
Is Joshua Pearson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Blue Bell Private Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, Blue Bell Private Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joshua Pearson based?
Joshua Pearson is based in Blue Bell, Pennsylvania.
What does Joshua specialize in?
Joshua's specialties include tax planning and retirement planning. Joshua works with retirees.
What credentials does Joshua Pearson hold?
Joshua Pearson holds the CFP credential.
Is Joshua Pearson registered with the SEC?
Yes. Joshua Pearson is registered as an investment adviser representative in PA and TX (CRD 6536431), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Blue Bell Private Wealth Management manage?
Blue Bell Private Wealth Management reports $1.12B across 2,249 accounts in assets under management.
How do I contact Joshua Pearson?
Through Joshua's website, bluebellpwm.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
- Blue Bell Private 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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