Bell Financial Planning

Overview

Bell Financial Planning operates as a small, independent limited liability company that delivers financial planning and discretionary portfolio management primarily for individuals and small businesses. The firm acts as a capital allocator and also provides selection-of-other-advisers services, which indicates it can place client capital with third-party managers when a strategy or specialty lies outside its in‑house capabilities. Fee arrangements are flexible — percentage of AUM, hourly charges, and fixed-fee engagements are all used — and the firm does not self-identify as an active ESG investor. Reported investment preference leans strongly toward equities, with exchange-traded securities forming the core of client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices