Steven Bell
Steven Bell is a CFP, ChFC-designated registered investment advisor at Personal Wealth Advisory, LLC, based in Lancaster, PA, with 28 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 11 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Personal Wealth Advisory Process (Comprehensive Financial Planning) — $1,500 to $6,000 depending on the complexity of your situation, covering cash flow, investments, taxes, retirement, estate planning, and insurance.
- General Financial Planning and Consulting — $150 to $400 per hour for specific projects or limited scope advice.
- Business Transition Planning — $3,500 to $7,500 annually (or $150 to $400 per hour) to help small business owners evaluate and plan the sale or transition of their business within 5 to 10 years.
- Educator Retirement Planning — $2,000 to $4,000 for specialized retirement planning tailored to Pennsylvania school educators.
Location
630 Delp Road, Suite #100, Lancaster, PA, 17601
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
Steven is associated with Personal Wealth Advisory LLC, works as an independent representative with various insurance carriers for fixed products, and uses the sub-DBA TeachersRetire. He is also a board member of the Rotary Club of Lancaster Sunrise, a member of PWA Partners LLC, and owns rental property.
Employment History
Current Registrations
Personal Wealth Advisory, LLC
Geneos Wealth Management, INC.
Geneos Wealth Management, INC.Broker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP.Broker
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
State Registrations8 states
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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