# Bellwether Financial Advisors

> Bellwether Financial Advisors is a state-registered investment advisory firm, registered since 2003, with no regulatory assets under management reported in its Form ADV filing dated January 29, 2026.

- CRD: 128225
- Filed as: BELLWETHER FINANCIAL ADVISORS
- Legal name: Fredrick A. Bell CFA, L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Iowa
- Filing period: October 2026
- Form ADV filing dated: January 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/128225
- AdvisorCensus page: https://advisorcensus.com/firm/bellwether-financial-advisors-128225

## Quick answers

**How is Bellwether Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Bellwether Financial Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); commissions.

**Is Bellwether Financial Advisors registered with the SEC or a state?**
Bellwether Financial Advisors is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 128225.

**What types of clients does Bellwether Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (17).

**Does Bellwether Financial Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/128225

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2003 (23 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bellwetherfinancialadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bellwether Financial Advisors (CRD 128225): Form ADV filing data as of October 2026.