Brad Harris
Bellars Harris Wealth Management · Virginia Beach, Virginia
Brad Harris is a fee-only financial advisor at Bellars Harris Wealth Management in Virginia Beach, Virginia. Brad focuses on tax planning, estate & legacy planning and retirement planning. Bellars Harris Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Multi-generational families
- Divorced individuals
Facts
| Firm | Bellars Harris Wealth Management |
|---|---|
| Based in | Virginia Beach, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $505.4M across 1,496 accounts |
| SEC registration | Investment adviser representative in VA · CRD 4492677 |
| Exams passed | Series 66 (2002) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.bellarsharriswealth.com |
| Profile |
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Questions about Brad
Is Brad Harris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brad holds no broker registration, and Bellars Harris Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brad charge for financial advice?
Brad's firm, Bellars Harris Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Brad Harris based?
Brad Harris is based in Virginia Beach, Virginia.
What does Brad specialize in?
Brad's specialties include tax planning, estate & legacy planning, retirement planning, small business owners, family wealth transfer and divorce financial planning. Brad works with retirees, multi-generational families and divorced individuals.
Is Brad Harris registered with the SEC?
Yes. Brad Harris is registered as an investment adviser representative in VA (CRD 4492677), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bellars Harris Wealth Management manage?
Bellars Harris Wealth Management reports $505.4M across 1,496 accounts in assets under management.
How do I contact Brad Harris?
Through Brad's website, www.bellarsharriswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Bellars Harris Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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