# Jerry Bell

> Jerry Bell is a fee-only financial advisor at Elm Wealth in Philadelphia, Pennsylvania. Jerry charges a percentage of assets (0.12% a year on the first tier of assets managed and a $2,000,000 asset minimum).

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

## Facts

- **Firm:** Elm Wealth
- **Based in:** Philadelphia, Pennsylvania
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.12% a year on the first tier of assets managed; a $2,000,000 asset minimum
- **Assets under management (firm):** $3.02B across 905 accounts
- **CRD:** 6090415 (https://adviserinfo.sec.gov/individual/summary/6090415)
- **SEC registration:** Investment adviser representative in NY, PA
- **Exams passed:** Series 63 (2012), Series 65 (2024)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://elmwealth.com

## Frequently asked questions

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

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

### How does Jerry charge for financial advice?

Jerry charges a percentage of assets.

### How much does Jerry charge?

According to Elm Wealth's website, checked October 30, 2026: 0.12% a year on the first tier of assets managed; a $2,000,000 asset minimum.

### Where is Jerry Bell based?

Jerry Bell is based in Philadelphia, Pennsylvania.

### Is Jerry Bell registered with the SEC?

Yes. Jerry Bell is registered as an investment adviser representative in NY and PA (CRD 6090415), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Elm Wealth manage?

Elm Wealth reports $3.02B across 905 accounts in assets under management.

### How do I contact Jerry Bell?

Through Jerry's website, elmwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6090415): 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://elmwealth.com/): specialties, clients served, and fees, checked October 30, 2026

---

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