GOLDEN BELL FINANCIAL PLANNING, LLC
SEC Form ADV profile.
Total regulatory AUM
$208,600,000
Discretionary
$208,600,000
Non-discretionary
$0
Firm details
- CRD number
- 305635
- SEC file number
- 801-120276
- Employees
- 1
- SEC status
- Approved
- Website
- https://www.x.com/goldenbellfp
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.