Jerry Bell
Elm Wealth · Philadelphia, Pennsylvania
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).
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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 | $3.02B across 905 accounts |
| SEC registration | Investment adviser representative in NY, PA · CRD 6090415 |
| Exams passed | Series 63 (2012) · Series 65 (2024) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | elmwealth.com |
| Profile |
How Jerry's firm compares
- Elm Wealth's average account is about $3.3 million, from its Form ADV (assets managed divided by 905 accounts).
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Questions about Jerry
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.
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
- Elm Wealth 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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