Golden Bell Financial Planning LLC
Golden Bell Financial Planning LLC is an SEC-registered investment adviser headquartered in Alpharetta, Georgia, founded and owned by Jason Lina, who serves as Chief Compliance Officer and Managing Member. The firm offers personalized investment advisory and financial planning services primarily to high-net-worth individuals and families, maintaining a small client base capped at 70 to ensure personalized attention. Golden Bell emphasizes objective, transparent fiduciary advice led directly by a credentialed industry expert holding both CFP and CFA designations. The firm was incorporated in Georgia and operates with a mission to deliver tailored financial solutions, focusing exclusively on direct client relationships without outside partnerships. As of 2025, the firm serves a limited number of clients and is distinguished by its high-touch service model and commitment to client interests above all else.
Investment Strategy
Golden Bell Financial Planning LLC employs an evidence-based investment approach designed to maximize growth and consistency while minimizing risk, taxes, and emotional decision-making. Portfolios are constructed using primarily mutual funds and ETFs, with discretionary management of client accounts aimed at achieving individualized investment goals. The firm does not recommend or advise on proprietary products, and all financial planning services are integrated into asset management for no additional fee. Continuous portfolio monitoring and annual reviews are standard, emphasizing transparency, realistic expectations, and conflict-of-interest disclosure. The philosophy values humility in recognizing market unpredictability and stresses educational guidance so clients understand their options and are empowered in decision-making. The minimum account size is $500,000, and all clients work directly with a credentialed financial advisor.
Top Holdings
Equity Positions (34)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BND | VANGUARD BD INDEX FDS | 17.73% | $18.8M | 255,655 | $71.95 | $73.63 | +$249.6K |
B BNDX | VANGUARD CHARLOTTE FDS | 9.42% | $10.0M | 202,119 | $49.05 | $49.51 | +$56.1K |
S SCHP | SCHWAB STRATEGIC TR | 8.43% | $9.0M | 335,477 | $25.85 | $26.68 | -$163.9K |
A AVES | AMERICAN CENTY ETF TR | 7.77% | $8.3M | 154,150 | $46.20 | $53.55 | +$664.0K |
A AVIV | AMERICAN CENTY ETF TR | 6.70% | $7.1M | 114,272 | $52.09 | $62.24 | +$156.4K |