Jason Lina is a CFA, CFP-designated registered investment advisor at Golden Bell Financial Planning, LLC, based in Alpharetta, GA, with 15 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, Corporate Executives, Divorce Planning, Education Planning, and 8 more. Their firm serves 92 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees may be negotiable based on various factors.
Fee Estimator
Contact
Jason Lina
Location
Alpharetta, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Golden Bell Financial Planning, LLC
Previous Registrations
Resource Planning Group, LTD.
Dca Global Investment Management
State Registrations2 states
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.
Exams
Additional Information
My aspiration in founding Golden Bell Financial Planning was to build an elite service firm with fewer clients and more focused relationships where I spend less time managing people or operations and concentrate on what I am most passionate about – providing robust financial planning advice for a limited number of people with whom I enjoy working. That was the impetus to founding Golden Bell. Furthermore, we broke from the model of taking on more and more clients at the expense of personalized service and advice. And to do things differently, we set a hard limit on the number of clients as a commitment to personalized service.