Headshot of Rawles Bell, Bitcoin-aware financial advisor in Dallas, TX

Rawles Bell — Bitcoin & Digital Asset Financial Advisor

Partner, Managing Director

CBDA℠CIMA®
Dallas, TX

About Rawles Bell

Rawles Bell is a financial advisor based in Dallas, TX with credentials including CBDA℠, CIMA® with Beacon Pointe Advisors. Their work focuses on Bitcoin and digital asset related planning within a broader approach to wealth management and financial planning.

Rawles Bell is a trusted Bitcoin and digital asset financial advisor serving clients in Dallas, TX. With expertise in cryptocurrency wealth management, Bitcoin portfolio allocation, and crypto tax planning, Rawles helps high-net-worth individuals and families navigate the complexities of digital asset investing while integrating Bitcoin into comprehensive financial and retirement planning strategies.

Rawles Bell is a Partner and Managing Director at Beacon Pointe Advisors, where he is dedicated to educating, empowering, and engaging clients in their financial journeys. With a comprehensive approach to wealth management, Rawles takes the time to understand each client’s unique personal values, family dynamics, business interests, and future aspirations. His commitment to building meaningful relationships lays the foundation for effective financial planning and investment strategies tailored to guide clients toward their desired futures.

Throughout his career, Rawles has developed a reputation for his thoughtful and client-centric approach. He believes that the best financial planning begins with open dialogue, allowing him to gain insights into what matters most to his clients. By fostering this collaborative environment, Rawles ensures that his clients feel informed and involved in their financial decisions.

Outside of his professional pursuits, Rawles enjoys spending time with his family and pursuing his interests, reflecting his belief in the importance of balance and personal fulfillment in life.

Areas of Focus

Advisors listed on Bitcoin Wealth Platform commonly work at the intersection of traditional financial planning and Bitcoin or other digital assets. While each advisor has their own practice, typical areas of focus include:

  • Helping clients understand how Bitcoin fits within a broader financial or retirement plan
  • Coordinating with tax and legal professionals around digital asset implications
  • Assessing appropriate Bitcoin position sizes relative to risk tolerance and time horizon
  • Long-term wealth preservation and estate considerations
  • Education around Bitcoin custody, security, and portfolio impact
  • Using CBDA℠ knowledge to understand digital asset risks and opportunities

How a Bitcoin Aware Advisor Can Help

A Bitcoin aware financial advisor can help you think through how digital assets interact with the rest of your financial life. This can include conversations about volatility, long-term conviction, tax treatment, retirement implications, and how Bitcoin relates to more traditional investments such as stocks, bonds, and real estate. While services vary by advisor and firm, the goal is usually to bring clarity, reduce blind spots, and align any Bitcoin exposure with your overall goals and risk tolerance.

Credentials & Licenses

CBDA℠CIMA®

Why You Can Trust Rawles

Verified credentials and professional qualifications

Professional Credentials
CBDA℠CIMA®

Licensed and certified to provide financial advisory services

Years of Experience

13+ Years Experience in financial advisory and wealth management

Fiduciary Duty

Acts as a fiduciary, legally obligated to put your interests first

Service Area

Serving clients in Dallas, TX and surrounding areas

Firm Affiliation

Beacon Pointe Advisors

Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.

Verify Rawles's Credentials

Independently verify registration and licensing through official regulatory databases

SEC/FINRA CRD Number

5807891

Important: Always independently verify an advisor's credentials, registration status, and disciplinary history before engaging their services. The link above connects directly to the official SEC Investment Adviser Public Disclosure database.

Questions to Ask This Advisor

When you speak with Rawles Bell, you may want to ask questions like:

  • How do you view the role of Bitcoin within a diversified financial plan?
  • How do you coordinate with my tax or legal professionals if I hold Bitcoin or other digital assets?
  • What types of risks should I understand before changing my Bitcoin exposure?
  • How are you compensated, and how do you charge for your services?
  • Do you work with clients who already hold Bitcoin in self-custody or on exchanges?
  • What is your approach to position sizing for Bitcoin within a portfolio?
  • How do you stay current with Bitcoin and digital asset developments?

More Advisors in Texas

Looking for other Bitcoin and digital asset financial advisors in Texas? Browse our directory of vetted professionals serving clients across the state.

Frequently Asked Questions About Bitcoin Wealth Platform

Does Bitcoin Wealth Platform provide investment advice?

No. Bitcoin Wealth Platform is an independent directory that helps you find advisors who may be familiar with Bitcoin and digital assets. All advice is provided by the individual advisors or firms, not by BWP.

How should I evaluate an advisor listed here?

Always review an advisor's regulatory records, background, experience, and compensation model. Use official sources such as SEC IAPD and FINRA BrokerCheck, and ask direct questions about how they work and whom they serve.

Are all advisors on this site Bitcoin experts?

Advisors listed here have indicated some level of familiarity or interest in Bitcoin and digital assets, but their experience and services vary. It is important to confirm their specific experience and capabilities directly with them.

Is working with a Bitcoin aware advisor right for me?

That depends on your situation, goals, and risk tolerance. A conversation with an advisor can help you decide whether and how Bitcoin should be included in your planning, or whether other strategies might be more appropriate.

Important Disclaimer: Rawles Bell is solely responsible for any advice they provide. Bitcoin Wealth Platform (BWP) is an independent directory and does not provide individualized investment, tax, or legal advice. Digital assets, including Bitcoin and other cryptocurrencies, involve risk of loss. Always confirm licensing and registrations (FINRA/SEC/state) before engaging any advisor. For more information, please review our full disclaimer.