# Lauren Bell

> Lauren Bell is a fee-only financial advisor at Trio Wealth Management® in Great Falls, Virginia. Lauren focuses on retirement planning, estate & legacy planning and tax planning. Trio Wealth Management® reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Trio Wealth Management®
- **Based in:** Great Falls, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $134.0M across 338 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** High earners
- **CRD:** 8215363 (https://adviserinfo.sec.gov/individual/summary/8215363)
- **SEC registration:** Investment adviser representative in CA, NC, TX, VA
- **Exams passed:** Series 65 (2026)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://triowm.com/

## Frequently asked questions

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

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

### How does Lauren charge for financial advice?

Lauren's firm, Trio Wealth Management®, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Lauren Bell based?

Lauren Bell is based in Great Falls, Virginia.

### What does Lauren specialize in?

Lauren's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Lauren works with high earners.

### Is Lauren Bell registered with the SEC?

Yes. Lauren Bell is registered as an investment adviser representative in CA, NC, TX and VA (CRD 8215363), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Trio Wealth Management® manage?

Trio Wealth Management® reports $134.0M across 338 accounts in assets under management.

### How do I contact Lauren Bell?

Through Lauren's website, triowm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8215363): 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://triowm.com/): specialties, clients served, and fees, checked October 30, 2026

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