PlannerFees

Three Bell Capital LLC fees and pricing

Financial planner in Dallas, Texas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 30, 2026, Three Bell Capital LLC charges an annual fee of $10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee
$10,000/yr
“There is a $10,000 annual fee minimum, but TBC reserves the right to waive the minimum on a case-by-case basis.”

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

How Three Bell Capital LLC bills

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

  • “Fees are paid quarterly in arrears based upon average daily balance, and clients may terminate their contracts with written notice to TBC.”
  • “Because fees are charged in arrears, no refund policy is necessary, though TBC, in its discretion, may choose to reduce or waive fees to certain clients, including those who have terminated their relationship with the Firm.”
  • “The fee will be based on the value of the plan as of the last business day of the preceding fee period and will be payable in full immediately upon the date of TBC’s invoice.”

How Three Bell Capital LLC’s fees compare

  • Its annual fee of $10,000 is above the Texas median of $6,000. 74% of the 106 other Texas planners that publish an annual fee charge less.
  • 8 of the 12 other planners in Dallas that publish an annual fee charge less.

About Three Bell Capital LLC

“Three Bell Capital LLC (hereinafter “TBC”) offers two broad categories of services to advisory clients: private wealth management and corporate retirement plans.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 22 employees.
  • Founded: 2011 (15 years).

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management, performance based fees
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
432
Employees
22
Works with
High net worth individuals, pooled investment vehicles, and pension and profit sharing plans
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting, selecting other advisers, educational seminars and workshops, and other services
Assets managed
$5,051,056,009
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
159736
Website
linkedin.com/company/three-bell-capital (opens in new tab)
Phone
(650) 843-9836

Can advise clients in 15 states: Arizona, California, Florida, Hawaii, Illinois, Kansas, Minnesota, Montana, North Carolina, Nevada, New York, Texas, Virginia, Vermont, Washington

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