Jerene Meissert
Bell Investment Advisors · Orinda, California
Jerene Meissert is a fee-only financial advisor at Bell Investment Advisors in Orinda, California. Jerene 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 4179120 |
| Exams passed | Series 63 (2006) · Series 65 (2008) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.bellinvest.com |
How Jerene'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 Jerene
Is Jerene Meissert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jerene 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 Jerene charge for financial advice?
Jerene's firm, Bell Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jerene Meissert based?
Jerene Meissert is based in Orinda, California.
What does Jerene specialize in?
Jerene's specialties include retirement planning and sustainable & impact investing.
Is Jerene Meissert registered with the SEC?
Yes. Jerene Meissert is registered as an investment adviser representative in CA (CRD 4179120), 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 Jerene Meissert?
Through Jerene'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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