Firm
Bell Financial Planning
South Lyon, Michigan
Fee-only
Bell Financial Planning at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its average account is about $37,000 (assets it manages divided by its 12 accounts).
- Its ongoing planning fee starts at $3,000 a year, in line with the Michigan median of $3,000.
- Its website says it's taking new clients.
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | South Lyon, Michigan |
|---|---|
| Website | bellfinancialplan.com |
| [email protected] | |
| Phone | (734) 369-1457 |
Bell Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,000 a year |
|---|---|
| One-time plan | From $500 |
| Hourly | $250 an hour |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects · Hourly |
In the firm's words
"at the rate of $250-$500 per month" source
"($0 - $1,000,000) - 1.00%" source
"The fixed fee can range between $500 and $5,000" source
"Hourly Financial Planning engagements are offered at an hourly rate of $250 per hour." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $0 million |
| Accounts managed | 12 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 26, 2023 |
| SEC record | CRD 309065 |