Dba Fee Only Financial Planning, Inc.
Dba Fee Only Financial Planning, Inc. (CRD# 114618) is a financial advisory firm headquartered in Dallas, TX. They manage $61,000,000 in 172 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management61MILLION
Total Number of Accounts172ACCOUNTS
Average Account Value$354,651
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Emerson Bell (CRD# 4460690) is an Investment Advisor Representative working at Dba Fee Only Financial Planning, Inc. in Dallas, TX and has 1 year of experience in the finance industry. Emerson 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.