Forrest Bell
Bell Investment Advisors · Orinda, California
Forrest Bell is a fee-only financial advisor at Bell Investment Advisors in Orinda, California. Forrest 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, TX · CRD 5096390 |
| Exams passed | Series 65 (2006) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.bellinvest.com |
| Profile |
How Forrest'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 Forrest
Is Forrest Bell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Forrest 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 Forrest charge for financial advice?
Forrest's firm, Bell Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Forrest Bell based?
Forrest Bell is based in Orinda, California.
What does Forrest specialize in?
Forrest's specialties include retirement planning and sustainable & impact investing.
Is Forrest Bell registered with the SEC?
Yes. Forrest Bell is registered as an investment adviser representative in CA and TX (CRD 5096390), 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 Forrest Bell?
Through Forrest'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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