Fee-only adviser · Newport Beach, CA
Bell & Brown Wealth Advisors, LLC
Bell & Brown Wealth Advisors, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Newport Beach, California. On its latest Form ADV, filed February 6, 2026, it reports $487M in regulatory assets under management, 500 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 175419 · SEC file 801-96196 |
| Office | 1305 Park Avenue Newport Beach, CA 92662 |
| Phone | (949) 396-1088 |
| Website | www.bellbrownadvisors.com |
| Regulatory assets under management | $487M ($481M discretionary) |
| Individual clients | 350 non-high-net-worth, 150 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management, Pension consulting |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 6, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Newport Beach
- Knightsbridge Wealth Management $1.1B
- RS Crum Inc. $721M
- Spectrum Asset Management Inc $657M
- Noble Wealth Management, Inc. $223M
- Procore Advisors, LLC $144M
- Tarbox Family Office, Inc. $954M
See all 63 fee-only advisers in Newport Beach →
Nearby
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- Santa Ana 5 firms
- Aliso Viejo 6 firms
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