Bluebird Wealth Management LLC

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Client assets under management

$140,996,661

Clients

112

46% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,258,899

About

Bluebird Wealth Management serves individual and high-net-worth clients and certain charitable organizations with fee-only financial planning and discretionary portfolio management. The firm provides ongoing investment advice and financial planning but does not sell or accept commissions on insurance or other commissioned products.

The three-advisor team develops tailored investment policies and constructs portfolios using a mix of fundamental, quantitative, and Modern Portfolio Theory approaches, and it permits clients to impose written investment restrictions. Financial planning is offered as separate engagements (fixed-fee or hourly) and rollover recommendations are documented and provided under a stated best-interest framework.

Compared with many peers, Bluebird operates with no stated account minimums and highlights a compact advisor team that includes advanced professional credentials (including CFA and CFP designations). The firm is also willing to serve as trustee or executor for certain client estates (a form of custody that triggers an independent surprise examination), and it does not participate in wrap-fee programs.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Cash flow / budgeting

Fee options

Fixed

Fixed fees for financial planning, typically up to $10,000 depending on complexity.

Percentage

$0 - $1,000,000: 1.25% $1,000,001+: 1.00%

Project-based

$250 to $500 per hour for financial planning services.

Other

Fee-only: Fee-only financial planning and investment management; no commissions accepted.

Main office location

Bluebird Wealth Management LLC

266 Main Street, Suite 19 B

Medfield MA 02052, United States

Number of offices

Most active in

Maine · Massachusetts · New Hampshire · New York

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

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.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website (508) 359-4349

Advisors at this firm

Andrew S

Series 63, Series 65

Medfield, MA

Bluebird Wealth Management LLC

Andrew Sokol is a financial advisor at Bluebird Wealth Management LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Darling Consulting Group and Putnam Investments. Bluebird Wealth Management serves individuals, high-net-worth clients, and charitable organizations with financial planning and discretionary portfolio management. The firm employs a blend of fundamental analysis, modern portfolio theory, and quantitative methods to create diversified portfolios tailored to clients' risk tolerance and objectives.

General retirement planning Cash flow / budgeting

Brian S

CFA®

Medfield, MA

Bluebird Wealth Management LLC

Brian Sokolowski is a CFA® charterholder with seven years of industry experience. He has been with Bluebird Wealth Management LLC since 2018 and previously worked at Cambridge Trust Company for fourteen years. Bluebird Wealth Management serves individuals, high-net-worth clients, and charitable organizations through financial planning and discretionary portfolio management on a fee-only basis. The firm uses a combination of fundamental analysis, modern portfolio theory, and quantitative methods to create diversified portfolios tailored to client risk tolerance and objectives.

General retirement planning Cash flow / budgeting

Keith C

CFP®, Series 63, Series 66

Medfield, MA

Bluebird Wealth Management LLC

Keith Corbett is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Bluebird Wealth Management LLC since 2020. His prior experience includes roles at Fisher Investments and Fidelity Investments. He is a member of the finance committee for the Haverhill Country Club, where he volunteers to review cash flow and investments. Bluebird Wealth Management serves individuals, high-net-worth clients, and charitable organizations with financial planning and discretionary portfolio management. The firm applies a blend of fundamental analysis, modern portfolio theory, and quantitative methods to build diversified portfolios tailored to each client’s risk tolerance and objectives.

General retirement planning Cash flow / budgeting

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