AdvisorRanked
100
Clean

BELLWETHER CONSULTING LLC

75 MAIN STREET, MILLBURN, NJ 7041
Fiduciaryfee-onlySEC Registered
646-205-9346 HTTPS://WWW.LINKEDIN.COM/COMPANY/BELLWETHER-CONSULTING CRD #111188
$0
Assets Managed
8
Clients
8
Employees
25
Years Active
since 2001

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46105. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 25 years.

Firm Details

Legal NameBELLWETHER CONSULTING LLC
CRD Number#111188
SEC RegisteredYes
Registration Date2001-03-09
States RegisteredNJ
Assets Under Management$0
Number of Clients8
Employees8
Compensation Typefee-only
Last ADV Filing46105

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Frequently Asked Questions

Is BELLWETHER CONSULTING LLC a fiduciary?

Yes. BELLWETHER CONSULTING LLC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does BELLWETHER CONSULTING LLC charge clients?

BELLWETHER CONSULTING LLC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does BELLWETHER CONSULTING LLC have any complaints?

No. BELLWETHER CONSULTING LLC has zero complaints or disciplinary actions on file with the SEC or FINRA across 25 years of operation.

How does BELLWETHER CONSULTING LLC compare to other advisors in MILLBURN?

BELLWETHER CONSULTING LLC has a Red Flag Score of 100/100. There are 2 registered advisory firms in MILLBURN. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46105. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.