Golden Bell Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$208,600,000
Total clients
92
71% high-net worth
Total advisors
1
of 1 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
92
Average account size
$2,267,391
About
Golden Bell Financial Planning provides discretionary portfolio management and integrated financial planning to individual and high‑net‑worth clients, delivering ongoing asset management while bundling financial planning services for asset management clients rather than offering stand‑alone planning. The firm reports $208.6 million in discretionary assets under management and generally requires a $2,000,000 aggregate portfolio minimum, with the firm retaining discretion to accept smaller accounts in select circumstances.
Investment management is guided by an evidence‑based investing framework that emphasizes strategic asset allocation and factor tilts (value, momentum, quality, and trend) implemented mainly through mutual funds and ETFs. Portfolios are managed using model portfolios — from the all‑equity Capital Growth Plus model to the conservative Enhanced Capital Preservation model — with a focus on rebalancing, tax‑efficient implementation and opportunistic tax‑loss harvesting consistent with each client’s tailored investment policy statement.
Noteworthy features for this firm relative to peers include a high level of assets per advisor — the firm manages over $200 million with a very small adviser team — a profile that is uncommon among supported firms. The firm also relies on Schwab Institutional for custody and institutional support, prohibits advisor participation in IPOs, and conducts annual surprise custody verification procedures while incorporating planning topics that range broadly from tax and estate matters to Social Security and insurance analysis.
Client services
Financial planning
Portfolio management
Expertise
Tax-loss harvesting
Concentrated stock management
Social Security optimization
Medicare planning
Fee options
Fixed fees may be negotiated in limited cases but no specific amounts stated.
$0 - $2,000,000: 1.00% $2,000,001+: 0.50%
Account minimum: $2,000,000
Main office location
Golden Bell Financial Planning, LLC
Alpharetta GA, United States
Number of offices
1
Most active in
Golden Bell Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")