Lauren Bell
Trio Wealth Management® · Great Falls, Virginia
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.
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Specialties
Who they serve
- High earners
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 |
| Assets under management | $134.0M across 338 accounts |
| SEC registration | Investment adviser representative in CA, NC, TX, VA · CRD 8215363 |
| Exams passed | Series 65 (2026) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | triowm.com |
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Questions about Lauren
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.
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
- Trio 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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