Jonathon Bell
Royalty Wealth Management · Chicago, Illinois
Jonathon Bell is a fee-only financial advisor at Royalty Wealth Management in Chicago, Illinois. Royalty Wealth Management reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Facts
| Firm | Royalty Wealth Management |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $14.5M across 19 accounts |
| SEC registration | Investment adviser representative in IL, TX · CRD 2364087 |
| Exams passed | Series 63 (1994) · Series 65 (1999) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Profile |
How Jonathon's firm compares
- Royalty Wealth Management's average account is about $766,000, from its Form ADV (assets managed divided by 19 accounts).
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Questions about Jonathon
Is Jonathon Bell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathon holds no broker registration, and Royalty Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathon charge for financial advice?
Jonathon's firm, Royalty Wealth Management, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Jonathon Bell based?
Jonathon Bell is based in Chicago, Illinois.
Is Jonathon Bell registered with the SEC?
Yes. Jonathon Bell is registered as an investment adviser representative in IL and TX (CRD 2364087), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Royalty Wealth Management manage?
Royalty Wealth Management reports $14.5M across 19 accounts in assets under management.
How do I contact Jonathon Bell?
Contact details aren't on file yet. Search for Royalty Wealth Management.
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
- 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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