DBA Fee Only Financial Planning, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 114618
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals87.5%
- HNWI12.5%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Dba Fee Only Financial Planning, Inc. operates as a corporation focused on providing financial advisory services primarily to individuals and families. The firm specializes in portfolio management for small businesses and individual clients, employing a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. The firm does not engage in active environmental, social, and governance (ESG) investing and is not classified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities60%
- Investment Grade Corp Bonds20%
- Cash & Cash Equivalents15%
- Non-Investment Grade Corp Bonds5%
Owners & executives
1 of 1Emerson Bell
CEOCRD 4460690
Contacts
1 of 1Pamela Bell
Vice PresidentCRD 6211350
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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