Advisor at American Elite Advisory
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
American Elite Advisory
Location
Crowley, TX
Credentials
Series 65, Series 66
Industry experience
14 years
Vernon Bell is a financial advisor with American Elite Advisory in Crowley, TX, holding Series 65 and Series 66 designations and bringing 14 years of industry experience. He has worked at Texas Elite Advisory, LLC since 2015 and previously at Dower Strategic Capital. Outside of advising, he provides business consulting services and life and health insurance through Vast Data Services, Inc. American Elite Advisory offers discretionary portfolio management and account supervision to individual and high-net-worth investors, utilizing a fundamental value-oriented investment approach combined with technical and quantitative strategies. The firm manages customized portfolios and provides access to various third-party programs and products.
Based on American Elite Advisory
$0+: 2.00% annually for separately managed accounts by AEA (negotiable) $0+: 1.10% annually of AssetMark program fee (fees per AssetMark schedule, negotiable) $0+: 1.00% annually for American Funds (not negotiable) $0+: Up to 1.50% annually for fee-based fixed index and variable annuity products through Jackson National Life Insurance Company (negotiable)
Fee-only: Management fees as percentage of AUM; no commissions accepted
Crowley, TX
Arkansas · Missouri · Texas · Virginia
Texas Elite Advisory, LLC
2015 - Present (11 years)
Vast Data Systems
2006 - Present (20 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®
Fort Worth, TX
Waymaker Financial Planning
Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.
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