Bell Financial Group
Bell Classe Financial is an independent, 45+ year-old Texas-based financial advisory firm (5-person team) that delivers financial planning, retirement and education planning, investment management, and insurance services to individual investors and business owners across 17 U.S. states via the LPL Financial platform.
- Company typePrivate
- Founded1980
- HeadquartersFrisco, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Bell Financial Group does
Bell Classe Financial, LLC (DBA Bell Financial Group) is an independent, privately held financial advisory firm headquartered in Frisco, Texas, founded circa 1980 and operating for more than 45 years under founder/family ownership. The firm is registered to discuss and/or transact securities business with residents of 17 U.S. states (AR, AZ, CA, CO, FL, GA, IA, ID, IL, KS, LA, MI, MO, MS, NC, NM, OH, OK, TX) through its core platform partnership with LPL Financial, a Registered Investment Advisor and FINRA/SIPC member that provides the regulatory and securities infrastructure underpinning the practice. A 5-person team — three advisors (Roger Bell AIF®, Brian Bell CFP®/AIF®, John Classe CFP®) and two client services associates (Teresa Gately, Christine Aronson) — delivers services to individual investors and business owners.
The firm operates four core service pillars: (1) Financial Planning (cash flow and budgeting, liquidity management, estate preservation, business planning); (2) Education & Retirement Planning (K-12 and college planning, Section 529 plans, Traditional/Roth/SEP/SIMPLE IRAs, 401(k)/403(b)/profit sharing plans); (3) Investment Management (ETFs, mutual funds, stocks, bonds, annuities); and (4) Insurance Services (disability income, term life, permanent life, long-term care). Distribution is direct-to-client via scheduled in-person or virtual advisor sessions booked through OnceHub, supported by a content marketing blog covering markets, planning, and economic topics.
The business model is fee- and/or commission-based advisory compensation earned through LPL Financial's platform on financial product distribution and planning services; the firm operates as a fiduciary with objectivity and independence as its stated differentiators. Revenue, AUM, and client counts are not publicly disclosed, and no venture capital, private equity, or institutional ownership is indicated. The firm has no disclosed AI/ML capabilities, no proprietary technology platform beyond its website and scheduling tooling, and no patents, awards, or M&A activity on record.
Bell Financial Group firmographics
Firmographics- Name
- Bell Financial Group
- Legal name
- Bell Classe Financial, LLC
- Website
- https://bellfinancialgroup.com
- Company type
- Private
- Founded year
- 1980
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Bell Classe Financial is an independent, 45+ year-old Texas-based financial advisory firm (5-person team) that delivers financial planning, retirement and education planning, investment management, and insurance services to individual investors and business owners across 17 U.S. states via the LPL Financial platform.
- Ownership category
- akta.pro rank
Bell Financial Group industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Coaching & Budgeting Advisory (FSAEAAAH)
Keywords
Where Bell Financial Group is headquartered
LocationHeadquarters
- HQ city
- Frisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Bell Financial Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Financial Advisory Services: Revenue generated through securities and advisory services offered through LPL Financial, a Registered Investment Advisor and member of FINRA/SIPC. The firm operates as an independently owned and operated financial planning practice, likely earning revenue through advisory fees, commission-based compensation on financial products (ETFs, mutual funds, stocks, bonds, annuities), and planning fees.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
Bell Financial Group product offering
Product offeringCore offering
Bell Financial Group (Bell Classe Financial) is an independently owned financial advisory firm offering comprehensive wealth management across four service areas: Financial Planning, Education & Retirement Planning, Investment Management, and Insurance Services. The firm delivers objective, fiduciary advice through credentialed advisors (AIF, CFP) using the LPL Financial platform, serving individual investors and business owners with personalized financial planning, retirement income planning, education funding, estate preservation, and insurance needs analysis.
Product overview
Bell Classe Financial is a registered investment advisory firm offering comprehensive wealth management services through four core service areas: Financial Planning (cash flow, budgeting, estate, and business planning), Education & Retirement Planning (529 plans, IRAs, 401(k)/403(b) plans), Investment Management (ETFs, mutual funds, stocks, bonds, annuities), and Insurance Services (disability, life, and long-term care). The firm operates as an independent, fee-based advisor affiliated with LPL Financial, providing objective financial guidance to clients.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Comprehensive financial planning service covering cash flow and budgeting, liquidity management, estate preservation, and business planning. Designed for individual investors and business owners seeking holistic financial guidance from objective, independent advisors.
- Education and Retirement Planning Education and retirement planning service covering K-12 and college planning, Section 529 tuition savings plans, Traditional/Roth/SEP/SIMPLE IRAs, and 401(k)/403(b)/Profit Sharing Plans. Designed for individuals and families planning for education funding and retirement income needs.
- Investment Management Investment management service offering exchange traded funds, mutual funds, stocks and bonds, and annuities for client portfolios. Delivered through the LPL Financial platform for individual investors seeking diversified investment solutions.
- Insurance Services Insurance products including disability income, term life, permanent life (whole and universal), and long-term care coverage. Designed for individuals and families seeking to address insurance needs as part of comprehensive financial planning.
Companies that use Bell Financial Group
Customer profileSegments2 records
Ideal customer profiles1 record
Bell Financial Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Bell Financial Group partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- LPL FinancialcoreSecurities and advisory services offered through LPL Financial, a Registered Investment Advisor and member of FINRA/SIPC. LPL Financial provides the regulatory infrastructure and platform for the firm's advisory business, enabling Bell Classe Financial to offer securities and investment advisory services to clients across multiple states.
Scale indicators1 record
Recent moves4 records
Bell Financial Group competitors and assessment
Company assessmentMarket position
Competitive moat3 records
Key highlights6 records
Customer concentration
Bell Financial Group social profiles
Digital presenceBell Financial Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Bell Financial Group leadership team
Management profileNumber of profiles
Profiles5 records
Bell Financial Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Bell Financial Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Bell Financial Group
What does Bell Financial Group do?
Bell Financial Group (Bell Classe Financial) is an independently owned financial advisory firm offering comprehensive wealth management across four service areas: Financial Planning, Education & Retirement Planning, Investment Management, and Insurance Services. The firm delivers objective, fiduciary advice through credentialed advisors (AIF, CFP) using the LPL Financial platform, serving individual investors and business owners with personalized financial planning, retirement income planning, education funding, estate preservation, and insurance needs analysis.
Is Bell Financial Group a public or private company?
Bell Financial Group is a private company. It is classified as family owned and is currently operating.
When was Bell Financial Group founded?
Bell Financial Group was founded in 1980. It employs 1 to 10 people.
Where is Bell Financial Group based?
Bell Financial Group is headquartered in Frisco, United States, in the North America region.
How does Bell Financial Group make money?
One revenue line is on record: financial Advisory Services.
Does Bell Financial Group have an API?
No public API is recorded for Bell Financial Group.
What industry is Bell Financial Group in?
Bell Financial Group's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAH, Financial Coaching & Budgeting Advisory. Its NAICS code is 523940 and its SIC code is 6282.