Charlotte Bell
Trio Wealth Management® · Great Falls, Virginia
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.
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Specialties
Who they serve
- High earners
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 |
| Assets under management | $134.0M across 338 accounts |
| SEC registration | Investment adviser representative in FL, NC, TX, VA · CRD 7373601 |
| Exams passed | Series 66 (2024) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | triowm.com |
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Questions about Charlotte
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.
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
- Trio Wealth Management® 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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