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Bell Financial Planning Co. (Austin)


Bell Financial Planning Co. is an adviser based in Austin. It manages $76.4 million of regulatory assets for 102 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Texas.

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Bell Financial Planning provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and wealth management. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bell Financial Planning: assets under management

The assets under management (AUM) of Bell Financial Planning Co. is $76.4 million. The firm's AUM has grown by 148% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $74 million in discretionary accounts and $2.4 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $747.47 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $800 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bell Financial Planning Co. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Austin

The principal office where Bell Financial Planning Co. performs its advisory services is located at 2901 Bee Cave Road Suite F, Austin, TX 78746, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 512-347-9500 or by fax 512-347-9502. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at www.bellfinancialplanning.com.


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