Keith Corbett
Bluebird Wealth Management · Amesbury, Massachusetts
Keith Corbett is a fee-only financial advisor at Bluebird Wealth Management in Amesbury, Massachusetts, who holds the CFP 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 | Amesbury, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $154.0M across 255 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 5859875 |
| Exams passed | Series 63 (2011) · Series 66 (2012) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.bluebirdwealthmanagement.com |
| Profile |
How Keith'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 Keith
Is Keith Corbett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Keith 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 Keith charge for financial advice?
Keith's firm, Bluebird Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Keith Corbett based?
Keith Corbett is based in Amesbury, Massachusetts.
What credentials does Keith Corbett hold?
Keith Corbett holds the CFP credential.
Is Keith Corbett registered with the SEC?
Yes. Keith Corbett is registered as an investment adviser representative in MA (CRD 5859875), 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 Keith Corbett?
Through Keith'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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