SB
CFP · ChFC
SB
CFP · ChFC

Steven Frederick Bell

27 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingFinancial Planning & CoachingBusiness Owners
Compensation
Fixed/Hourly
Firm Size
3 advisors
Number of Clients
15 clients
Average Client Portfolio
Not specified

Fee Structure

Fees for the Personal Wealth Advisory Process range from $1,500 to $6,000. Financial Planning and Consultation Services are billed at an hourly rate ranging from $150 to $400 per hour. Educator Retirement Planning fees range from $2,000 to $4,000.

One-Time Plan:$1,500 - $6,000
Hourly Rate:$150 - $400/hr
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Location

630 Delp Road, Suite #100, Lancaster, PA, 17601

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Steven is associated with Personal Wealth Advisory LLC, works as an independent representative with various insurance carriers for fixed products, and uses the sub-DBA TeachersRetire. He is also a board member of the Rotary Club of Lancaster Sunrise, a member of PWA Partners LLC, and owns rental property.

Employment History
Current Registrations
Personal Wealth Advisory, LLC
November 2006 - Present · 19 yrs 3 mos
Geneos Wealth Management, INC.
November 2006 - Present · 19 yrs 3 mos
Geneos Wealth Management, INC.Broker
November 2006 - Present · 19 yrs 3 mos
Previous Registrations
Park Avenue Securities LLC
January 2005 - November 2006 · 1 yr 10 mos
Park Avenue Securities LLCBroker
January 2005 - November 2006 · 1 yr 10 mos
Thrivent Investment Management INC.Broker
July 2002 - December 2004 · 2 yrs 5 mos
Lutheran Brotherhood Securities CORP.Broker
July 2001 - July 2002 · 1 yr
First Union Securities, INC.Broker
October 1999 - July 2001 · 1 yr 9 mos
First Union Capital Markets CORP.Broker
February 1998 - October 1999 · 1 yr 8 mos
State Registrations10 states
AKALAZCODEFLGANCOHPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.