# Charlotte Bell

> Charlotte Bell is a fee-only financial advisor at Trio Wealth Management® in Great Falls, Virginia. Charlotte focuses on retirement planning, estate & legacy planning and tax planning. Trio Wealth Management® reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/charlotte-bell/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Trio Wealth Management®
- **Based in:** Great Falls, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $134.0M across 338 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** High earners
- **CRD:** 7373601 (https://adviserinfo.sec.gov/individual/summary/7373601)
- **SEC registration:** Investment adviser representative in FL, NC, TX, VA
- **Exams passed:** Series 66 (2024)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://triowm.com/

## Frequently asked questions

### Is Charlotte Bell a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Charlotte holds no broker registration, and Trio Wealth Management® reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Charlotte charge for financial advice?

Charlotte's firm, Trio Wealth Management®, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Charlotte Bell based?

Charlotte Bell is based in Great Falls, Virginia.

### What does Charlotte specialize in?

Charlotte's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Charlotte works with high earners.

### Is Charlotte Bell registered with the SEC?

Yes. Charlotte Bell is registered as an investment adviser representative in FL, NC, TX and VA (CRD 7373601), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Trio Wealth Management® manage?

Trio Wealth Management® reports $134.0M across 338 accounts in assets under management.

### How do I contact Charlotte Bell?

Through Charlotte's website, triowm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7373601): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://triowm.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.