Chelsea Belyea
Chelsea Belyea is a CFP-designated registered investment advisor at Advisory Services Network, based in North Hampton, NH, with 18 years of industry experience. Chelsea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 12,919 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable at the firm's discretion. The firm also offers a floating flat rate schedule using the same percentage breakpoints applied to total account assets.
Fee Estimator
Location
64 Lafayette Rd #7, North Hampton, NH, 03862
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Chelsea provides tax preparation services through Cindy Courtney CPA, CFP, PLLC, dedicating about a quarter of her time to this activity. Chelsea is also an independent insurance agent, licensed for sales and service of fixed annuities and life insurance, spending minimal time on this.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
TD Wealth Management Services INC.Broker
Bancnorth Investment Group, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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