Firm
Bellwether Capital Management
Fair Oaks, California
Fee-only
Bellwether Capital Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 2 advisors are listed here; all hold the CFA.
- Its Form ADV reports 1 employee and 36 individual clients, 29 of them high net worth.
- Its average account is about $1.0 million (assets it manages divided by its 36 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Fair Oaks, California |
|---|---|
| Website | thebellwetherblog.com |
| Phone | (888) 338-0777 |
Bellwether Capital Management fees
Bellwether Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $36 million |
| Individual clients | 7 |
| High-net-worth clients | 29 |
| Accounts managed | 36 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 153633 |