Larry Bell
Trinity Legacy Partners · Houston, Texas
Larry Bell is a fee-only financial advisor at Trinity Legacy Partners in Houston, Texas, who holds the CFP credential. Larry focuses on retirement planning. Trinity Legacy Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Larry →
Specialties
Facts
| Firm | Trinity Legacy Partners |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $521.2M across 904 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 2218553 |
| Exams passed | Series 63 (1992) · Series 66 (2002) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.trinitylegacypartners.com |
| Profile |
How Larry's firm compares
- Trinity Legacy Partners's average account is about $577,000, from its Form ADV (assets managed divided by 904 accounts).
Request an introduction to Larry
Tell Larry a little about what you're looking for. Larry isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Larry
Is Larry Bell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Larry holds no broker registration, and Trinity Legacy Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Larry charge for financial advice?
Larry's firm, Trinity Legacy Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Larry Bell based?
Larry Bell is based in Houston, Texas.
What does Larry specialize in?
Larry's specialties include retirement planning.
What credentials does Larry Bell hold?
Larry Bell holds the CFP credential.
Is Larry Bell registered with the SEC?
Yes. Larry Bell is registered as an investment adviser representative in TX (CRD 2218553), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Trinity Legacy Partners manage?
Trinity Legacy Partners reports $521.2M across 904 accounts in assets under management.
How do I contact Larry Bell?
Through Larry's website, www.trinitylegacypartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Other advisors in Texas who focus on retirement planning
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
- Trinity Legacy Partners 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.
See something wrong? Request a correction. Read our methodology.