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Advisor

R. Mark Bell

Mark Bell Advisory Services, Inc. · Chicago, Illinois

R. Mark Bell is a fee-only financial advisor at Mark Bell Advisory Services, Inc. in Chicago, Illinois, who holds the BS, CFP and MBA credentials. Mark Bell Advisory Services, Inc. reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only BSCFPMBA

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Facts

FirmMark Bell Advisory Services, Inc.
Based in Chicago, Illinois
Fee model (firm's Form ADV)Percentage of assets
Assets under management$138.2M across 90 accounts
CredentialsBS · CFP · MBA
Firm size1 employee

How R. Mark's firm compares

  • Mark Bell Advisory Services, Inc.'s average account is about $1.5 million, from its Form ADV (assets managed divided by 90 accounts).

What fee-only advisors charge in Illinois

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Questions about R. Mark

Is R. Mark Bell a fee-only financial advisor?

Yes. R. Mark Bell is listed in the NAPFA directory (NAPFA admits only fee-only advisors).

How does R. Mark charge for financial advice?

R. Mark's firm, Mark Bell Advisory Services, Inc., reports charging a percentage of assets on its SEC Form ADV.

Where is R. Mark Bell based?

R. Mark Bell is based in Chicago, Illinois.

What credentials does R. Mark Bell hold?

R. Mark Bell holds the BS, CFP and MBA credentials.

How much does Mark Bell Advisory Services, Inc. manage?

Mark Bell Advisory Services, Inc. reports $138.2M across 90 accounts in assets under management.

How do I contact R. Mark Bell?

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What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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