Richard Carroll
Bell City Wealth · Hillsboro, Ohio
Richard Carroll is a fee-only financial advisor at Bell City Wealth in Hillsboro, Ohio, who holds the CFP credential. Richard focuses on small business owners. Bell City Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
Facts
| Firm | Bell City Wealth |
|---|---|
| Based in | Hillsboro, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $163.3M across 789 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 5994048 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.bellcitywealth.com |
| Profile |
How Richard's firm compares
- Bell City Wealth's average account is about $207,000, from its Form ADV (assets managed divided by 789 accounts).
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Questions about Richard
Is Richard Carroll a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Bell City Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, Bell City Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Richard Carroll based?
Richard Carroll is based in Hillsboro, Ohio.
What does Richard specialize in?
Richard's specialties include small business owners. Richard works with retirees, pre-retirees and founders.
What credentials does Richard Carroll hold?
Richard Carroll holds the CFP credential.
Is Richard Carroll registered with the SEC?
Yes. Richard Carroll is registered as an investment adviser representative in OH (CRD 5994048), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bell City Wealth manage?
Bell City Wealth reports $163.3M across 789 accounts in assets under management.
How do I contact Richard Carroll?
Through Richard's website, www.bellcitywealth.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
- Bell City Wealth 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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