$447.0K Total AUM
$447.0K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
6 yrs Firm Age
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- Custodian
- Betterment
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-28-2020
- Office Locations
- 1
Office Locations
-- South Lyon MI
About Bell Financial Planning
Bell Financial Planning is a South Lyon, MI-based RIA led by founder Brent Allen Bell, providing holistic financial planning for individuals and small businesses, including retirement, tax, estate and insurance planning, plus business succession. Portfolios are built primarily with ETFs in an SMA-style approach. Custody is through Betterment Securities and the firm uses tools like eMoney and Pontera.
Team overview
-- AVG AGE
$447.0K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
6.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
BRENT ALLEN BELL
Advisor, Chief Compliance Officer, FOUNDER
- CRD
- #6079235
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $446,995 | -- |
| Non-Discretionary | $0 | -- |
| Total | $446,995 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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