Mark Bell Advisory Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment management and integrated financial planning to individuals, high‑net‑worth clients, trusts and certain retirement accounts as a fee‑only registered adviser. It operates as a closed practice and maintains a very small roster of long‑standing client relationships, generally accepting new clients only in limited circumstances (for example, close family or friends).
The investment approach emphasizes customized, diversified portfolios constructed primarily from no‑load mutual funds, ETFs and individual fixed‑income securities, with a long‑term buy‑and‑hold orientation and periodic rebalancing. The firm typically does not recommend individual stocks or options for client accounts, applies tax‑aware asset‑location decisions, and uses institutional share classes and third‑party fixed‑income trading relationships to access specific bond opportunities.
Distinctive features include a long operating history (registered since 1990), a relatively small client base relative to assets under management, and direct, ongoing access to the firm’s principal for client service. Operationally the firm relies on Schwab Institutional custody and negotiated execution arrangements, avoids block trading of mutual funds, does not vote client proxies, and maintains a fee‑only, NAPFA‑aligned compliance posture.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually
Minimum fee: $10,000 annually minimum fee Fee-only: 100% fee-only; no commissions or other compensation
Main office
401 N Michigan Ave, Suite 1200
Chicago IL 60611
Advisors at this office
1
Most active in
Texas
Also doing business as
Mark Bell & Associates Inc · Mark Bell & Associates, Inc. · Mark Bell Advisory Services, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)