Golden Bell Financial Planning, LLC
Firm details
- Headquarters
- ,
- CRD number
- 305635
- Registered since
- February 8, 2021
- Website
- goldenbellfp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI94.3%
- Individuals5.7%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Golden Bell Financial Planning, LLC is an independent, SEC-registered advisory firm organized as an LLC and registered in 2021. The firm is owned by an individual and focuses on serving individual and family clients, offering comprehensive financial planning and discretionary portfolio management for individuals and small businesses. Its client billing mixes percentage-of-assets and fixed-fee arrangements. Golden Bell does not position itself as an ESG-focused advisor and is not identified as a multi-state adviser in the available filings.
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
- Public Funds/Mutual Funds98%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Jason Lina
Founder, Lead AdvisorCRD 2943859
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$125M in ETFs
61%
$76M
39%
$49M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND (BND) | Vanguard | Passive | Intermediate Core Bond | $23M | 312,305 | 18.40% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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