Bell Wealth Management Inc.

Bell Wealth Management Inc. (CRD# 114259) is a financial advisory firm headquartered in Austin, TX. They manage $134,100,000 in 134 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    134
    MILLION
  • Total Number of Accounts
    134
    ACCOUNTS
  • Average Account Value
    $1,000,746
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Bell Wealth Management Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Joel Lange
CRD#: 1848539
2901 Bee Cave Road Suite F, Austin, TX 78746
103
Wealthminder
score

Mr. Lange is an Investment Director with Bell Wealth Management in Austin, TX.  He has been managing investments for private clients since 1998.  

 

He graduated from Valparaiso University with a B.S. in Finance, and earned an MBA from the John M. Olin School of Business at Washington University.  Mr. Lange is a CFA charterholder.

2
Colin A. Bell
CRD#: 4665544
2901 Bee Cave Road Suite F, Austin, TX 78746
96
Wealthminder
score

Colin Bell (CRD# 4665544) is an Investment Advisor Representative working at Bell Wealth Management Inc. in Austin, TX and has over 14 years of experience in the finance industry. Colin Bell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Mark W. Herman
CRD#: 6400247
2901 Bee Cave Road Suite F, Austin, TX 78746
88
Wealthminder
score

Mark Herman (CRD# 6400247) is an Investment Advisor Representative working at Bell Wealth Management Inc. in Austin, TX and has over 2 years of experience in the finance industry.

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