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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-26-2019
- Office Locations
- 1
Office Locations
About Golden Bell Financial Planning, LLC
Golden Bell Financial Planning, LLC is a Alpharetta-based RIA. The firm has been operating for 6 years. Managing $208.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Between March 12, 2025 and February 9, 2026, reported AUM increased 17.1%, from $178.1M to $208.6M.
Across 5 reported observations, AUM increased 55.5% between January 19, 2022 and February 9, 2026, from $134.1M to $208.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 92 clients, or 92 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on February 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Golden Bell Financial Planning, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JASON DAVID LINA
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2943859
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $208,600,000 | $449,569 |
| Non-Discretionary | $0 | -- |
| Total | $208,600,000 | $449,569 |
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Separately Managed Accounts
SMA allocation detail is available
Golden Bell Financial Planning, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Golden Bell Financial Planning, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.