A complete list of active advisors currently associated with Bell City Wealth, Inc.

Warmer can help you find a great advisor at Bell City Wealth, Inc. or one who fits your needs even better.

Bell City Wealth provides discretionary portfolio management, retirement-plan consulting, and standalone financial planning to individuals, high‑net‑worth clients, trusts, estates, corporations, and other business entities. The firm reported approximately $163.3 million in discretionary assets under management and serves 337 clients under written Financial Service Agreements, with a stated account minimum of $250,000 that may be waived. The firm’s investment process combines quantitative, fundamental, technical, and economic analysis and places client assets into one of six firm models (from Bell City Wealth Conservative to Bell City Wealth Aggressive Growth). BCW uses Goal Planning and Monitoring technology and simulation software to map client objectives to an appropriate model and generally trades under discretionary authority to implement those model allocations. Compared with peers, BCW’s brochure highlights an unusually high client load per advisor (337 clients for the firm) and indicates the firm provides periodic client communications, such as newsletters or periodicals, in addition to its required Disclosure Brochure and annual Summary of Material Changes. The firm also manages an all‑equity, limited‑holdings model (Bell City Wealth Earnings and Profitability) focused on 25–50 securities selected for earnings and profitability, and it states it does not accept commissions for securities transactions.

To learn more about the advisors currently working at Bell City Wealth, Inc., 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.