Advisor at Bell City Wealth, Inc.
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
Bell City Wealth, Inc.
Location
Hillsboro, OH 45133
Credentials
CFP®
Industry experience
14 years
Based on Bell City Wealth, Inc.
Fixed fees for financial planning projects generally range from $250 - $500 per project.
Under $250,000 - $249,999: 1.50% $250,000 - $749,000: 1.35% $750,000 - $999,999: 1.20% $1 million - $5 million: 1.00% Over $5 million+: 0.75%
Hourly consulting rates range from $100 - $250 per hour.
Account minimum: $250,000 Fee-only: Fixed fees for financial planning projects generally range from $250 - $500; hourly consulting rates from $100 - $250 per hour.
112 N. High Street
Hillsboro, OH 45133
Ohio
City of Hillsboro, OH
2024 - Present (2 years)
O'Dell Capital Management
2023 - Present (3 years)
Johns Hopkins University
2012 - 2022 (10 years)
Raymond James Financial Services Advisors Inc.
2012 - 2023 (11 years)
O'Dell Capital Management
2011 - 2023 (12 years)
Raymond James Financial Services, Iinc
2011 - 2023 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Series 63, Series 66
Hillsboro, OH
Crowe Financial Group LLC
Series 63, Series 66
Hillsboro, OH
Crowe Financial Group LLC
Series 65
New Vienna, OH
STRATEGIC WEALTH ADVISORS GROUP, Inc.
Series 63, Series 65
West Union, OH
FIFTH THIRD SECURITIES, Inc.
Series 66
Hillsboro, OH
Capital Analysts
Series 66
Hillsboro, OH
Capital Analysts
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