Brent Bell is a CFP-designated registered investment advisor at Bell Financial Planning, based in South Lyon, MI, with 8 years of industry experience. Brent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Contact
Brent Bell
Location
South Lyon, MI
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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.
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Brent works as an Investment Adviser Representative for Bell Financial Planning, LLC, dedicating about half of his time to providing investment advice and financial planning. He also spends about a quarter of his time as a resource fact-checker for fpPathfinder, reviewing financial planning flow charts and checklists.
Employment History
Current Registrations
Bell Financial Planning
Previous Registrations
Tempus Wealth Planning, LLC
Origin Financial
Planning Alternatives LTD
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.
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