Larry Freie
Bellwether Wealth · Lincoln, Nebraska
Larry Freie is a fee-only financial advisor at Bellwether Wealth in Lincoln, Nebraska, who holds the ChFC credential. Larry 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 |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in NE · CRD 1236742 |
| Exams passed | Series 63 (1984) |
| Firm size | 12 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.bellwetherwealth.com |
| Profile |
How Larry'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 Larry
Is Larry Freie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Larry 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 Larry charge for financial advice?
Larry's firm, Bellwether Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Larry Freie based?
Larry Freie is based in Lincoln, Nebraska.
What does Larry specialize in?
Larry's specialties include founders (pre-exit). Larry works with founders.
What credentials does Larry Freie hold?
Larry Freie holds the ChFC credential.
Is Larry Freie registered with the SEC?
Yes. Larry Freie is registered as an investment adviser representative in NE (CRD 1236742), 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 Bellwether Wealth manage?
Bellwether Wealth reports $784.0M across 1,461 accounts in assets under management.
How do I contact Larry Freie?
Through Larry'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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