John Bell
Thryve Wealth Management · Santa Barbara, California
John Bell is a fee-only financial advisor at Thryve Wealth Management in Santa Barbara, California. John focuses on estate & legacy planning, equity compensation and retirement planning. Thryve Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Physicians
- Retirees
- Pre-retirees
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Thryve Wealth Management |
|---|---|
| Based in | Santa Barbara, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $304.0M across 445 accounts |
| SEC registration | Investment adviser representative in TX · CRD 6709012 |
| Exams passed | Series 66 (2016) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.thryvewealthmanagement.com |
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Questions about John
Is John Bell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Thryve Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Thryve Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is John Bell based?
John Bell is based in Santa Barbara, California.
What does John specialize in?
John's specialties include estate & legacy planning, equity compensation, retirement planning, tax planning, family wealth transfer and small business owners. John works with founders, executives, physicians, retirees and pre-retirees.
Is John Bell registered with the SEC?
Yes. John Bell is registered as an investment adviser representative in TX (CRD 6709012), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Thryve Wealth Management manage?
Thryve Wealth Management reports $304.0M across 445 accounts in assets under management.
How do I contact John Bell?
Through John's website, www.thryvewealthmanagement.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
- Thryve 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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