Jon Bell
Jon Bell is a registered investment advisor at Financial Gravity Family Office Services, LLC, based in Albuquerque, NM, with 2 years of industry experience. Jon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,724 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are charged monthly in arrears based on average daily balance and will not exceed 2.00% annually. Fees are negotiable.
Fee Estimator
Location
1303 Rio Grande Blvd NW #6, Albuquerque, NM, 87104
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
Jon is a 50% owner of Bell Brothers, LLC, managing rental property, and the owner of Jon Bell CPA, LLC, where he supervises staff and handles various tasks. He is also an independent agent for Financial Gravity Enhanced Markets, LLC, selling insurance products, dedicating minimal time to insurance-related activities.
Employment History
Current Registrations
Financial Gravity Family Office Services, LLC
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
More Advisors
- Richard Jackson, CFPJackson & Associates, INC.
- Maria Stalter, CFPCore Planning
- Larry Brown, CFPCommonwealth Financial Network
- Logan Baber, CFPPrincipal Securities, INC.
- Donald Mcdaniel, CFPAllworth Financial, L.P.
- Benjamin Walton, ChFCMML Investors Services, LLC