Brent Bell (CFP®, MSFP)
Brent Bell focuses in the
following client markets or areas of practice:
- AUM
- Fixed Fee (Subscription, Retainer, etc.)
- Hourly
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- AUM
- Fixed Fee (Subscription, Retainer, etc.)
- Hourly
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Additional Information
It is our core belief that the financial planning process is the foundation of every client relationship and will outlast the ups and downs of the market when adequately implemented. By experiencing our financial planning process we believe you will find value in the longstanding, trusting relationship we will form while reaching your financial goals and freedom in addition to your investment management needs.NAPFA Start Date
December 04, 2020
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.