# GOLDEN BELL FINANCIAL PLANNING, LLC

GOLDEN BELL FINANCIAL PLANNING, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 305635
- Type: SEC-registered investment adviser
- SEC file number: 801-120276
- Phone: 678-561-5462
- Latest filing: 2026-02-09
- Regulatory AUM: $208.6M
- Discretionary AUM: $208.6M
- Clients: 1
- Accounts: 464

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Jason David Lina | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| LINA JASON DAVID | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305635/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305635/similar
- Related entities: https://search.stillhousedata.com/firm/305635/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305635

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.