Bellwether Wealth

Bellwether Wealth at a glance

• One of 47 fee-only firms based in Nebraska in the Wellspent graph.
• 9 advisors are listed here; 1 of 9 hold the ChFC.
• Its Form ADV reports 12 employees and 482 individual clients, 135 of them high net worth.
• Its average account is about $537,000 (assets it manages divided by its 1,461 accounts).

Fee-only advisors in Nebraska · What fee-only advisors charge in Nebraska

Facts

Bellwether Wealth fees

Bellwether Wealth 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

Advisors at this firm (9)

• Adam Snow

• Alan Beaulieu

• Brian Beaulieu

• Clark Bellin

• Emilee Knudson

• Jason DeLuca

• Lance Norquest

• Larry Freie

  ChFC

• Noran Knobbe