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Dustin Bell

2 Years of Experience
Highlands Ranch, CO

Dustin Bell is a registered investment advisor at Reflective Financial, based in Highlands Ranch, CO, with 2 years of industry experience. Dustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Reflective Financial offers ongoing financial planning for a one-time startup fee ranging from $300 to $5,000, plus a recurring monthly fee ranging from $300 to $2,000. The fees depend on the client's needs, complexity, time, research, and resources required. Fees are negotiable.

Reflective Financial offers project-based financial planning for a fixed fee between $300 and $24,000, or an hourly rate of $300. The fee depends on the client's needs, complexity, time, research, and resources required. Fees are negotiable.

Annual Retainer:$3,600 - $24,000/year
One-Time Plan:$300 - $24,000
Hourly Rate:$300/hr
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Location

Highlands Ranch, CO

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Reflective Financial
February 2024 - Present · 2 yrs 3 mos
State Registrations2 states
COTX
Advisor

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
No exam information available for this advisor.
Dustin Bell - Financial Advisor | TrueAdvisor