Bell Investment Advisors Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“If an investment management client requests BIA to provide financial consultation services in addition to the management of the client’s portfolio, BIA charges an hourly rate of $150.”

Flat or project fee

$10,000

“BIA also offers customized fee-only financial planning services starting at $10,000, depending upon the complexity of the client’s financial circumstances and the number and types of planning services requested.”

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

How Bell Investment Advisors Inc bills

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

• “Generally, fees are payable quarterly in advance based on the total market value of the account as shown on the BIA Portfolio Statement on the last business day of the previous quarter.”
• “Fees on Account assets with a market value above $3,000,000 are negotiable. 4 The Account is subject to a minimum quarterly investment management fee of $2,500.”
• “Such fees are payable upon completion of the services provided.”

How Bell Investment Advisors Inc’s fees compare

• Its hourly rate of $150 is below the California median of $300. 4% of the 932 other California planners that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the California median of $5,000. 77% of the 796 other California planners that publish a flat or project fee charge less.

About Bell Investment Advisors Inc

• Firm size: 14 employees.
• Registered as an adviser: 1999 (27 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

Clients

429

Employees

14

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and charities

Services reported to regulators

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

Assets managed

$787,577,604

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

108383

Website

linkedin.com/company/111770 (opens in new tab)

Phone

(510) 433-1066

Can advise clients in 5 states: California, New York, Oregon, Texas, Washington

Other planners in Orinda that publish fees

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• Outflyers LLCOrinda$300/hr
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000
• 401 FinancialSan Diego$250/hr, $500

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