Brent Bell
Bell Financial Planning · South Lyon, Michigan
Brent Bell is a fee-only financial advisor at Bell Financial Planning in South Lyon, Michigan, who holds the CFP and MSFP credentials. Brent charges a percentage of assets, an ongoing planning fee, a one-time planning fee and hourly fees (ongoing planning from $3,000 a year and one-time plans from $500).
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Facts
| Firm | Bell Financial Planning |
|---|---|
| Based in | South Lyon, Michigan |
| Fee model | Percentage of assets · Ongoing planning fee · One-time planning fee · Hourly |
| Fees (firm's website) | Ongoing planning from $3,000 a year · One-time plans from $500 · $250 an hour · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $447K across 12 accounts |
| Credentials | CFP · MSFP |
| SEC registration | Investment adviser representative in MI · CRD 6079235 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | bellfinancialplan.com |
| Profile |
How Brent's firm compares
- Ongoing planning starts at $3,000 a year, in line with the Michigan median of $3,000 for fee-only firms that publish prices.
- A one-time plan starts at $500, below the Michigan median of $975 for fee-only firms that publish prices.
- The hourly rate is $250, below the US median of $300 for fee-only firms that publish prices.
- Bell Financial Planning's average account is about $37,000, from its Form ADV (assets managed divided by 12 accounts).
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Questions about Brent
Is Brent Bell a fee-only financial advisor?
Yes. Brent Bell is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brent's firm.
How does Brent charge for financial advice?
Brent charges a percentage of assets, an ongoing planning fee, a one-time planning fee and hourly fees.
How much does Brent charge?
According to Bell Financial Planning's website, checked October 28, 2026: ongoing planning from $3,000 a year; one-time plans from $500; $250 an hour; 1% a year on the first tier of assets managed.
Where is Brent Bell based?
Brent Bell is based in South Lyon, Michigan.
What credentials does Brent Bell hold?
Brent Bell holds the CFP and MSFP credentials.
Is Brent Bell registered with the SEC?
Yes. Brent Bell is registered as an investment adviser representative in MI (CRD 6079235), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Bell Financial Planning manage?
Bell Financial Planning reports $447K across 12 accounts in assets under management.
How do I contact Brent Bell?
Through Brent's website, bellfinancialplan.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Bell Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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