Firm
Golden Bell
Alpharetta, Georgia
Fee-only
Golden Bell at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 92 individual clients, 65 of them high net worth.
- Its average account is about $450,000 (assets it manages divided by its 464 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Alpharetta, Georgia |
|---|---|
| Website | goldenbellfp.com |
| Phone | (678) 561-5462 |
Golden Bell fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"0.25% per quarter up to $2M — 0.125% per quarter beyond 2M" source
"0.25% per quarter up to $2M — 0.125% per quarter beyond 2M" 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 · Fixed fees |
|---|---|
| Assets managed | $209 million |
| Individual clients | 27 |
| High-net-worth clients | 65 |
| Accounts managed | 464 |
| Employees | 1 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-120276) |
| Financial planning | Offered |
| Form ADV filed | September 11, 2026 |
| SEC record | CRD 305635 |