Brent Bell, CFP®, MSPFP Bell Financial Planning

Contact this advisor

About Brent Bell, CFP®, MSPFP

Personal Background
Hi, I’m Brent. I grew up in a small town in Illinois, met my wife in Texas at Texas Tech University, and then moved to South Lyon, MI to be near my wife’s parents in Ann Arbor, MI for support while we began to grow and raise our family. We now have 2 boys and 1 on the way (It’s a surprise!). I am beyond excited to be working closer to home, and spending added time with my family and connecting more with my community because of it.

Professional Background
I am the Founder and CEO of Bell Financial Planning and I have over 8 years of experience in the financial services industry. I attended Illinois State University, graduating with a Bachelor’s in both Accounting and Finance and then I later earned a Master’s in Personal Financial Planning (MSPFP) from Texas Tech University.
I am a member of the Financial Planning Association (FPA) where I serve as Board Treasurer for Michigan’s local FPA chapter and the Committee Chair for the Education/Programs Committee and the Symposium Committee.

Contact this advisor

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Family Financial Planning
  • Financial Coaching
  • Gen Y/Millennials
  • Pro Bono
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $50+/mo
  • Flat Fee: $300+/engagement
  • Hourly Fee: $500+/hr
  • Assets Under Management: 1.00%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Loading...