Brian Baylis
Bell Investment Advisors · Orinda, California
Brian Baylis is a fee-only financial advisor at Bell Investment Advisors in Orinda, California. Brian focuses on retirement planning and sustainable & impact investing. Bell Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Bell Investment Advisors |
|---|---|
| Based in | Orinda, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $787.6M across 1,189 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4873599 |
| Exams passed | Series 63 (2004) · Series 65 (2007) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.bellinvest.com |
| Profile |
How Brian's firm compares
- Bell Investment Advisors's average account is about $662,000, from its Form ADV (assets managed divided by 1,189 accounts).
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Questions about Brian
Is Brian Baylis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Bell Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Bell Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Baylis based?
Brian Baylis is based in Orinda, California.
What does Brian specialize in?
Brian's specialties include retirement planning and sustainable & impact investing.
Is Brian Baylis registered with the SEC?
Yes. Brian Baylis is registered as an investment adviser representative in CA (CRD 4873599), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bell Investment Advisors manage?
Bell Investment Advisors reports $787.6M across 1,189 accounts in assets under management.
How do I contact Brian Baylis?
Through Brian's website, www.bellinvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Bell Investment Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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