Golden Bell Financial Planning, LLC

Overview

Golden Bell Financial Planning, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm focuses on individuals, families and small-business clients, providing comprehensive financial planning and discretionary portfolio management. Its client-fee model combines asset-based fees with the option of fixed-fee arrangements. Golden Bell is not positioned as a capital allocator or pension consultant, and it does not describe itself as an active ESG investor or a multi-state adviser. The firm accesses investment managers and products on clients’ behalf rather than operating its own external capital vehicles. Public mutual funds and ETFs form the backbone of its managed portfolios, while the firm also uses third‑party alternative managers to supplement client strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives