B
Bellwether Financial Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
17
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
17
TypicalAverage account size
$0
About
Bellwether provides financial planning, investment advice, and portfolio-related consulting to individual clients, small businesses, and non-profit organizations, serving a small client base (around 17 relationships) through defined engagements that range from single studies to broader ongoing arrangements. The firm also offers access to investment and insurance products through brokerage channels alongside its advisory services.
The firm’s investment approach is grounded in fundamental analysis and a preference for diversified, longer-term portfolios, with tactical adjustments used selectively when market conditions warrant; it generally discourages frequent trading. Bellwether operates on a non-discretionary basis, maintains ongoing client communication with typically quarterly reviews, and relies on custodian and vendor statements rather than internally produced account reports.
Notably, firm personnel also act as registered representatives of a broker-dealer and hold life and health insurance licenses, and the firm may receive commissions or 12b‑1 fees from product sales—conflicts that the firm discloses to clients and may apply against advisory fees when agreed. The combination of serving corporate or small business clients in addition to individuals, together with the adviser’s dual advisory-and-brokerage activities, distinguishes Bellwether from many independent peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Wealth management
Occupation focus
Founder/Business Owner
Fee options
Flat fees typically up to $1,500 for financial plans or retainers
Commissions received for investment and insurance products; may be used to reduce advisory fees if agreed upon
$225 to $275 per hour for general financial advice or financial plans
Most active in
Bellwether Financial Advisors has reported serving >5 clients in these states in the last 12 months.
Iowa · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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