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Bass and Bell, Inc.

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Client assets under management

$888,483,983

Clients

329

67% high-net worth

Advisors

6

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

55

Typical

Average account size

$2,700,559

About

Bass and Bell serves individuals (including high net worth clients) as well as corporations, foundations, retirement plans and plan participants. The firm provides discretionary and non-discretionary portfolio management, integrated financial planning delivered alongside investment management, retirement plan consulting, and non-discretionary advice to plan participants.

At the outset of each relationship the firm develops a Financial Profile and a tailored Investment Plan and reviews those plans periodically, implementing strategies under either discretionary or non-discretionary authority. Portfolio implementation uses ETFs, mutual funds, equities and fixed income but can also employ active techniques—including short sales, margin, covered options and allocations to emerging and international markets—supported by fundamental, quantitative, technical and charting analysis.

The adviser manages just over $1 billion of client assets with a six-advisor team and about 329 client relationships, implying a relatively large average account size for a team firm. Employees are also licensed to sell insurance (with disclosed commission arrangements), and the firm participates in Raymond James’ institutional platform for custody, execution, research and access to certain mutual funds typically available to institutional investors.

Client services

Portfolio management Pension consulting

Expertise

Options & derivatives strategies Wealth management Retirement plans for business owners (SEP, solo 401k)

Fee options

Percentage

Up to 0.9% annually, individually negotiated with each client

Commissions

Certain employees receive commissions on insurance products they sell, separate from advisory fees

Main office location

Bass and Bell, Inc.

1 Information Way, Suite 200

Little Rock AR 72202, United States

Number of offices

1

Most active in

Arkansas · California · Colorado · Florida · Georgia · Louisiana · New Hampshire · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Deborah N

Series 63, Series 65

Little Rock, AR

Bass and Bell, Inc.

Deborah Neumann is a financial advisor at Bass and Bell, Inc. with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Kroger and Raymond James & Associates. She has been with Bass and Bell since 2019. Bass and Bell, Inc. serves individuals, corporations, foundations, and retirement plans, managing approximately $874.6 million across about 295 client relationships. The firm provides portfolio management and financial planning services using a personalized approach that combines strategic asset allocation with active investment tools.

Options & derivatives strategies Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Anderson B

Series 65

Little Rock, AR

Bass and Bell, Inc.

Anderson Bass is a Series 65-licensed financial advisor at Bass and Bell, Inc. with two years of industry experience. Prior to joining Bass and Bell, he held positions at Unilever and J.B. Hunt Transport Inc. Bass and Bell, Inc. serves individuals, corporations, foundations, and retirement plans, managing approximately $874.6 million across about 295 client relationships. The firm offers portfolio management and financial planning services using a personalized approach that combines strategic asset allocation with active investment tools.

Options & derivatives strategies Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Diana G

Series 63, Series 66

Little Rock, AR

Bass and Bell, Inc.

Diana Gray is a financial advisor at Bass and Bell, Inc. in Little Rock, Arkansas, with 31 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates, Inc. for ten years before joining Bass and Bell in 2019. Bass and Bell, Inc. serves individuals, corporations, foundations, and retirement plans, managing approximately $874.6 million across about 295 client relationships. The firm provides discretionary and non-discretionary portfolio management and financial planning, using a combination of strategic asset allocation and active investment tools including ETFs, mutual funds, equities, fixed income, and options.

Options & derivatives strategies Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Robert B

Series 63, Series 65

Little Rock, AR

Bass and Bell, Inc.

Robert Bass is a financial advisor at Bass and Bell, Inc. in Little Rock, Arkansas, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Raymond James & Associates, Inc. from 2009 to 2019. Outside of advisory work, he is CEO of WOJO LLC, a business focused on consulting and launching a single product sports accessory. Bass and Bell, Inc. manages approximately $874.6 million for individuals, corporations, foundations, and retirement plans. The firm provides portfolio management and financial planning services, employing a personalized investment approach that integrates strategic asset allocation with active trading techniques across various asset classes.

Options & derivatives strategies Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Christopher B

CFP®, Series 66

Little Rock, AR

Bass and Bell, Inc.

Christopher Bell is a CFP® professional with 19 years of experience in the financial services industry. He has worked at Bass and Bell, Inc. since 2019 and previously spent seven years at Raymond James & Associates. Bell is also a licensed insurance agent, selling non-variable insurance products. Bass and Bell, Inc. manages approximately $874.6 million across about 295 client relationships, serving individuals, corporations, foundations, and retirement plans. The firm provides tailored financial planning and portfolio management using a combination of strategic asset allocation and active investment tools, including equities, fixed income, options, and international securities.

Options & derivatives strategies Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Victoria P

Series 66

Little Rock, AR

Bass and Bell, Inc.

Victoria Page is a financial advisor with Bass and Bell, Inc. in Little Rock, AR, holding a Series 66 designation and five years of industry experience. Prior to joining Bass and Bell in 2025, she worked at LPL Financial and Commercial Bank & Trust. Her background also includes roles in education and the restaurant industry. Bass and Bell, Inc. serves individuals, corporations, foundations, and retirement plans, managing approximately $874.6 million across about 295 client relationships. The firm provides portfolio management and financial planning services, employing a personalized approach that integrates various investment strategies and tools, including ETFs, mutual funds, equities, fixed income, and options.

Options & derivatives strategies Wealth management Retirement plans for business owners (SEP, solo 401k)
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