Steven Bell
The Wealth Conservatory · Plymouth, California
Steven Bell is a fee-only financial advisor at The Wealth Conservatory in Plymouth, California, who holds the CFP credential. The Wealth Conservatory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | The Wealth Conservatory |
|---|---|
| Based in | Plymouth, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $138.4M across 359 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4860725 |
| Exams passed | Series 65 (2001) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.wealthconservatory.com |
How Steven's firm compares
- The Wealth Conservatory's average account is about $386,000, from its Form ADV (assets managed divided by 359 accounts).
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Questions about Steven
Is Steven Bell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and The Wealth Conservatory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, The Wealth Conservatory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Steven Bell based?
Steven Bell is based in Plymouth, California.
What credentials does Steven Bell hold?
Steven Bell holds the CFP credential.
Is Steven Bell registered with the SEC?
Yes. Steven Bell is registered as an investment adviser representative in CA (CRD 4860725), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Wealth Conservatory manage?
The Wealth Conservatory reports $138.4M across 359 accounts in assets under management.
How do I contact Steven Bell?
Through Steven's website, www.wealthconservatory.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
- 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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