Ryan Kelley
Bell Investment Advisors · Orinda, California
Ryan Kelley is a fee-only financial advisor at Bell Investment Advisors in Orinda, California, who holds the CFA credential. Ryan focuses on retirement planning and sustainable & impact investing. Bell Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Bell Investment Advisors |
|---|---|
| Based in | Orinda, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $787.6M across 1,189 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 5337880 |
| Exams passed | Series 63 (2015) · Series 65 (2007) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.bellinvest.com |
How Ryan's firm compares
- Bell Investment Advisors's average account is about $662,000, from its Form ADV (assets managed divided by 1,189 accounts).
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Questions about Ryan
Is Ryan Kelley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and Bell Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ryan charge for financial advice?
Ryan's firm, Bell Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ryan Kelley based?
Ryan Kelley is based in Orinda, California.
What does Ryan specialize in?
Ryan's specialties include retirement planning and sustainable & impact investing.
What credentials does Ryan Kelley hold?
Ryan Kelley holds the CFA credential.
Is Ryan Kelley registered with the SEC?
Yes. Ryan Kelley is registered as an investment adviser representative in CA (CRD 5337880), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bell Investment Advisors manage?
Bell Investment Advisors reports $787.6M across 1,189 accounts in assets under management.
How do I contact Ryan Kelley?
Through Ryan's website, www.bellinvest.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 Investment Advisors 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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