A complete list of active advisors currently associated with Bedell Frazier Investment Counselling, LLC

Warmer can help you find a great advisor at Bedell Frazier Investment Counselling, LLC or one who fits your needs even better.

Bedell Frazier serves individual and high‑net‑worth clients as well as trusts, estates, charitable organizations, corporations, and retirement plans, offering Comprehensive Portfolio Management and Retirement Plan Consulting. Its advisory services are delivered on a discretionary basis and include ongoing portfolio monitoring, rebalancing, and implementation of individualized investment approaches. The firm employs a mix of fundamental and technical analysis and uses long‑ and short‑term strategies, option writing, and occasional short‑term trading where suitable to client objectives and risk tolerances. Accounts are typically custodied through Charles Schwab and Utah 529 Plan and the firm participates in Schwab Advisor Services for trade execution, custody, and institutional support. Bedell Frazier is majority‑owned by BlueSpring Wealth Partners and discloses a set of financial affiliates; the firm recently reported adding and updating those affiliates, including an affiliation with a trust company, a relationship the brochure highlights as part of its ownership and affiliate disclosures. The brochure also notes a practice that may differ from some peers: while it provides planning or consulting as part of its Comprehensive Portfolio Management service, it will review a client’s financial plan only at the client’s request and does not routinely vote proxies on clients’ behalf.

To learn more about the advisors currently working at Bedell Frazier Investment Counselling, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.