John Bell, CFP^®

Owner/Financial Planner

Free State Financial Planning

PO Box 553
Highland, MD 20777-0553

FINANCIAL ADVISOR'S WEBSITE

freestatefp.com

(240) 389-2355 CONNECT WITH John

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

I do not charge an assets under management fee. I charge by the hour, by the plan or on an annual retainer basis. No commissions or excessive fees.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

My Website

General

John Bell is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Free State Financial Planning in Highland, MD and the surrounding communities.

Financial Advisor Overview

As a Columbia, Maryland Certified Financial Planner™, my goal with advice-only planning is to help provide financial clarity today and a confident plan for the future. It involves understanding your family's current situation, identifying goals that reflect your values, creating a plan to pursue those goals, then implementing, monitoring and adjusting your plan as needed. My fees range from as little as $400 for an hour of my help to $6,000 for a comprehensive financial plan. This model reflects my belief that simple, transparent, and fair pricing reduces conflicts of interest and is best for your family and mine. My only compensation is what you pay me. I do not earn money from any other sources, like commissions, referral fees, etc.

Financial Advisor Experience

Experience 30+ year career in financial services & FinTech President & COO of TD Ameritrade Investment Management Chair, TDAIM Portfolio Review Group Chair, TDAIM Operating Review Committee Director, Guidance Platform Management, TD Ameritrade Education BS Finance, University of Maryland, College Park CFP® Certification Lifelong degree from the "Investing School of Hard Knocks" I completed the CFP® certification program by fulfilling the rigorous education, exam, experience, and ethics requirements to become a Certified Financial Planner™.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Employee Benefits, Mutual Funds, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Tangible Assets, Starting a Family, Sudden Wealth, Men's Finances, Personal Taxes