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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-02-1991
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 41 clients, or 41 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 1 reported office location and 35 years in operation. The source data was last updated on March 18, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
No additional data categories are currently listed.
Owner & Executives
EMERSON LOVETT BELL
Certified Financial Planner, President, TREASURER
- CRD
- #4460690
- Ownership
- 50% but less than 75%
PAMELA JEANNE BELL
Lead Financial Analyst, Secretary, VICE PRESIDENT
- CRD
- --
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
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
SMA allocation detail is available
DBA FEE Only Financial Planning, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.