D
CRD: 114618
DBA FEE Only Financial Planning, Inc.
Arlington, TX
8177940998
$80.0M Total AUM
$80.0M Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
35 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-1991
- Office Locations
- 1
Office Locations
-- Arlington TX
About DBA FEE Only Financial Planning, Inc.
DBA FEE Only Financial Planning, Inc. is a Arlington-based RIA. The firm has been operating for 35 years. Managing $80.0M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$80.0M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
18 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
35yrs Firm Age
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Owner & Executives
E
EMERSON LOVETT BELL
Certified Financial Planner, President, TREASURER
- CRD
- #4460690
- Ownership
- 50% but less than 75%
(955) 471-2802
foundation.foundation@meridiancapital.com
in linkedin.com/in/insight-catalyst
P
PAMELA JEANNE BELL
Lead Financial Analyst, Secretary, VICE PRESIDENT
- CRD
- --
- Ownership
- 50% but less than 75%
(427) 476-9888
momentum.vertex@deltacapital.com
in linkedin.com/in/summit-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $80,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $80,000,000
Equity - OTC:
12.5% Corporate - Investment Grade:
29.2% Cash:
31.2% Corporate - Non-Investment Grade:
27.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $268,207,443 | 12.5% |
| Corporate - Investment Grade | $626,532,587 | 29.2% |
| Cash | $669,445,777 | 31.2% |
| Corporate - Non-Investment Grade | $581,473,736 | 27.1% |
| Total | $2,145,659,543 | 100.0% |