Advisor at Tencap Wealth Coaching
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Tencap Wealth Coaching
Location
St. George, UT
Credentials
ChFC®, Series 63
Industry experience
20 years
Bonita Bell Andersen is a financial advisor at TenCap Wealth Coaching with 20 years of industry experience. She holds the ChFC® and Series 63 designations and has worked at firms including Freedom Financial Coaching and Triad Wealth Management. In addition to her advisory work, she operates as an independent insurance agent. TenCap Wealth Coaching provides discretionary portfolio management, comprehensive financial planning, and consulting services to individuals, high-net-worth clients, and retirement plan sponsors. The firm delivers investment advice primarily through discretionary asset management tailored to client goals and serves as a co-advisor to third-party managers for certain clients.
Based on Tencap Wealth Coaching
Based on Tencap Wealth Coaching
Financial planning fees up to $10,000, negotiable and based on complexity.
$0 - $500,000: 1.15% $500,000 - $1,000,000: 1.05% $1,000,000 - $4,000,000: 0.75% $4,000,000+: 0.50%
Independent insurance agents affiliated with the firm may earn commissions for insurance products in addition to advisory fees.
Account minimum: $300,000
St. George, UT
Utah · Washington
TenCap Wealth Coaching, LLC
2024 - Present (2 years)
Freedom Financial Coaching, LLC
2021 - 2024 (3 years)
Triad Wealth Management, Inc.
2014 - 2021 (7 years)
Bonnie Bell-Andersen Sole-Proprietor
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
St. George, UT
Copperlion Investments
CFP®, Series 63, Series 65
Saint George, UT
Hansen Wealth Management
Series 63, Series 65
Saint George, UT
Managed Wealth Advantage, LLC
CFP®, ChFC®, Series 63, Series 65
St. George, UT
NuWealth Advisors, LLC
Series 65
St. George, UT
Periope, LC
CFA®
Saint George, UT
Evestia Financial
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