Roger R. Bell & Co., Inc. fees and pricing
Financial planner in Pulaski, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 3, 2026, Roger R. Bell & Co., Inc. charges an annual fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $10,000/yr
“In limited circumstances, the retainer fees could exceed $10,000 if such fees are warranted based on your financial situation and the services to be provided.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Roger R. Bell & Co., Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Generally, our fixed and hourly fees are payable in advance of any services rendered.”
- “We will send an invoice in accordance with our agreed upon payment terms, and you will be responsible for rendering payment directly to our firm.”
- “Fees are payable either monthly or quarterly in advance.”
How Roger R. Bell & Co., Inc.’s fees compare
- Its annual fee of $10,000 is above the Virginia median of $6,350. 62% of the 55 other Virginia planners that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Roger R. Bell & Co., Inc.
“Under this name, we have been providing financial planning and investment advisory services since 2005. Currently, we offer "Financial Planning, Investment Advisory Services, and Implementation Services", which is personalized to each individual client.”
- Firm size: 2 employees.
- Registered as an adviser: 2005 (21 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 27
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 133477
- Phone
- (540) 980-7118
Other planners in Virginia that publish fees
- 8TH Street Investments, LLCAlexandria$250-$500/hr, $2,000-$7,000
- Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
- Acadia Financial Services, LLCFairfax Station$400/hr, $600/yr
- Acorn Financial Advisory Services, Inc.Reston$175-$1,295/hr, $3,750
- Activ8 Family Office LLCMclean$400/hr, $2,500-$100,000
- Acts Financial AdvisorsMclean$450/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.