Golden Bell Financial Planning, LLC

RIASEC Registered

Total AUM

$209M

Discretionary

$209M

100% of AUM

Avg account

$450K

Accounts

464

Employees

Advisory reps

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

FINTRX

Overview

Golden Bell Financial Planning, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm is owned by an individual and focuses on serving individual and family clients, as well as providing portfolio management to small businesses. Its primary service lines are comprehensive financial planning and discretionary portfolio management. Compensation is charged via a percentage-of-AUM schedule and fixed fees. The firm does not position itself as a capital allocator and does not identify as an active ESG investor.