Roger R. Bell & Co., Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Roger R. Bell & Company, Inc. provides personalized financial planning, investment advisory, and implementation services to individuals, families, professionals, small businesses, retirement plans, trusts, estates, and charitable organizations. Services are offered in broad-based or modular formats addressing retirement, rollovers, estate and trust planning, education, special needs, elder care, insurance and small-business planning.
The firm applies a range of analytical methods (fundamental, technical, cyclical and charting) and may recommend investments including stocks, bonds, mutual funds, ETFs, options, annuities and certain real estate; advice is delivered alongside implementation assistance rather than through discretionary asset management. Rather than relying on percentage-of-assets billing, the firm provides planning and ongoing advice under fixed-fee, hourly, or retainer arrangements and does not take custody of client assets.
Compared with many independent advisers, the principal is separately licensed as an insurance agent and effects insurance and annuity transactions for clients, earning commission-based compensation that is distinct from advisory fees. The firm also notes involvement in non-advisory fiduciary roles (e.g., trustee or power of attorney) and offers an unusually broad set of modular planning topics and guidance on complex instruments such as options for a small practice.
Client services
Expertise
Fee options
Commissions earned on sale of insurance products, separate from advisory fees.
Hourly fees with maximum hourly rate of $800 per hour; negotiable.
Monthly retainer fees between $100 and $10,000 depending on complexity and needs; payable monthly or quarterly, fees are negotiable.
Fee-only: Fixed fees ranging from $300 to $10,000 depending on scope and complexity; negotiable if estimated fee exceeds $10,000.
Main office
Pulaski VA
Advisors at this office
1
Most active in
Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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