Bell Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 26, 2023. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Financial Planning engagements are offered at an hourly rate of $250 per hour.”

Flat or project fee

$500⁠-⁠$5,000

“The fixed fee can range between $500 and $5,000, depending on complexity and the needs of the client.”

Monthly fee

$250⁠-⁠$500/mo

“Since fees are paid in arrears, no refund will be needed upon termination of the account. 8 Comprehensive Financial Planning Comprehensive Financial Planning consists of an ongoing fee that is paid monthly, in arrears, at the rate of $250$500 per month.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Bell Financial Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Those fees will be assigned to the client’s taxable accounts on a pro-rata basis.”
• “If the client does not have a taxable account, those fees will be billed directly to the client.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Bell Financial Planning’s fees compare

• Its hourly rate of $250 matches the Michigan median of $250. 38% of the 170 other Michigan planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Michigan median of $3,250. 40% of the 137 other Michigan planners that publish a flat or project fee charge less.

About Bell Financial Planning

• Principal: Brent A. Bell
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$446,995

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

309065

Website

twitter.com/BellFinPlanning (opens in new tab)

Phone

(734) 369-1457

Other planners in Michigan that publish fees

• 320 Life Financial PlanningHolland$250/hr
• 46 and 2 Investment Advisors, LLCTraverse City$200/hr
• 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500
• A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
• Advance Wealth Management Service, LLCGrand Rapids$300/hr, $5,000
• Advisory Advocates LLCGrand Rapids$250⁠-⁠$1,500

Compare all 406 planners in Michigan