Jason Bell is a CFA-designated registered investment advisor at Capital Planning Advisors LLC, based in Roseville, CA, with 9 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 414 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable in certain instances.
Fee Estimator
Location
1420 Rocky Ridge Drive, #140, Roseville, CA, 95661
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jason is a board member and Finance & Investment Committee Chair for The James B. McClatchy Foundation since July 2018. This requires a few hours per week.
Employment History
Current Registrations
Capital Planning Advisors LLC
Previous Registrations
Legacy Capital Management INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.