Advisor at Retirement Roots Wealth Management LLC
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
Retirement Roots Wealth Management LLC
Location
Overland Park, KS 66210
Credentials
Series 65
Industry experience
5 years
Melinda Bell is a financial advisor at Retirement Roots Wealth Management LLC in Overland Park, KS, holding a Series 65 designation with five years of industry experience. She has worked with several firms including Gradient Advisors LLC and AE Wealth Management, LLC. In addition to advising, she owns and operates American Senior Benefits dba Retirement Roots LLC, where she provides insurance products and services. Retirement Roots Wealth Management LLC is a solo, state-registered advisory firm that offers comprehensive financial planning and consulting to individual clients. The firm refers clients to third-party money managers, notably Gradient Investments, and monitors their performance and suitability over time rather than managing portfolios directly.
Based on Retirement Roots Wealth Management LLC
All Assets+: 1.80% annually (Strategic Portfolios total fee; 0.80% to Gradient Investments, LLC and 1.00% to RRWM) All Assets+: 1.70% annually (Tactical Portfolios total fee; 0.70% to Gradient Investments, LLC and 1.00% to RRWM) All Assets+: 1.60% annually (Allocation & Defined Outcome Portfolios total fee; 0.60% to Gradient Investments, LLC and 1.00% to RRWM) All Assets+: 1.00% annually (Preservation Portfolios total fee; 0.40% to Gradient Investments, LLC and 0.60% to RRWM)
$250 per hour for financial planning and consulting
Account minimum: Account minimums are determined by the third party managers (TPMs) Retirement Roots Wealth Management LLC refers its Clients to; specific amounts are not stated in the brochure.
8500 W 110 Th Street, Suite 610
Overland Park, KS 66210
Kansas · Missouri
Retirement Roots Wealth Management LLC
2022 - Present (4 years)
Retirement Roots LLC
2021 - Present (5 years)
Gradient Advisors LLC
2021 - 2022 (1 year)
American Senior Benefits
2020 - Present (6 years)
AE Wealth Management, LLC
2020 - 2021 (1 year)
RSG Investments (dba for AE Wealth Management, LLC)
2020 - 2020 (1 year)
Retirement Solutions Group, Inc.
2020 - 2020 (1 year)
Home Based Remote Learning Parent
2020 - 2020 (1 year)
McKnight Signature Dental
2006 - 2020 (14 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.
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.
Lawyer
They provide legal services, typically billed separately.
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 66
Overland Park, KS
Prairie Ridge Asset Management, LLC
Series 63, Series 66
Overland Park, KS
Penn Wealth Management
CFP®, Series 63, Series 65
Lenexa, KS
Chladek Wealth Management, LLC
Series 63, Series 65
Overland Park, KS
Nasche Asset Management LLC
CFP®
Overland Park, KS
Dynamic Wealth LLC
CFP®, Series 63, Series 65
Overland Park, KS
Sound Investments Inc.
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