Melinda Bell
Melinda Bell is a registered investment advisor at Retirement Roots Wealth Management LLC, based in Overland Park, KS, with 5 years of industry experience. Melinda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Retirement Roots Wealth Management refers clients to third-party money managers, such as Gradient Investments, LLC. The fees for these services are a percentage of the assets managed and are negotiable. For example, the Strategic Portfolio has an annual fee of 1.80%, the Tactical Portfolio has an annual fee of 1.70%, the Allocation & Defined Outcome Portfolios has an annual fee of 1.60%, the Preservation Portfolios has an annual fee of 1.00%, and the Private Wealth Portfolios has an annual fee of 1.50%. Retirement Roots receives a portion of these fees from the third-party money manager. There is also a Client Directed Account option with a flat annual fee of $300.
Location
8500 W 110th Street, Suite 610, Overland Park, KS, 66210
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Melinda is the owner and insurance agent for American Senior Benefits dba Retirement Roots LLC, offering insurance products and services. This activity takes about two-thirds of her time.
Employment History
Current Registrations
Retirement Roots Wealth Management LLC
Previous Registrations
Gradient Advisors, LLC
Ae Wealth Management, LLC
State Registrations2 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.