# DBA FEE Only Financial Planning, Inc.

> DBA FEE Only Financial Planning, Inc. is a state-registered investment advisory firm, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 18, 2025.

- CRD: 114618
- Filed as: DBA FEE ONLY FINANCIAL PLANNING, INC.
- Legal name: Halvorson-Boyd & Bell, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: March 18, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/114618
- AdvisorCensus page: https://advisorcensus.com/firm/dba-fee-only-financial-planning-inc-114618

## Quick answers

**How is DBA FEE Only Financial Planning, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), DBA FEE Only Financial Planning, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is DBA FEE Only Financial Planning, Inc. registered with the SEC or a state?**
DBA FEE Only Financial Planning, Inc. is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 114618.

**How much does DBA FEE Only Financial Planning, Inc. manage?**
DBA FEE Only Financial Planning, Inc. reports $80,000,000 in regulatory assets under management in its Form ADV filing dated March 18, 2025 (100% discretionary).

**What types of clients does DBA FEE Only Financial Planning, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35); high net worth individuals (1).

**Does DBA FEE Only Financial Planning, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/114618

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $80,000,000
- Discretionary: $80,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $70,000,000 |
| High net worth individuals | 1 | $10,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. DBA FEE Only Financial Planning, Inc. (CRD 114618): Form ADV filing data as of October 2026.