# Brett Bidwell

> Brett Bidwell is a fee-only financial advisor at C.M. Bidwell & Associates in Honolulu, Hawaii, who holds the CFP credential. Brett charges a percentage of assets (0.5%–1% a year of assets managed).

Page: https://find.wellspent.co/advisors/brett-bidwell/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** C.M. Bidwell & Associates
- **Based in:** Honolulu, Hawaii
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.5%–1% a year of assets managed
- **Assets under management (firm):** $267.1M across 165 accounts
- **Credentials:** CFP
- **CRD:** 4349024 (https://adviserinfo.sec.gov/individual/summary/4349024)
- **SEC registration:** Investment adviser representative in CA, HI, TX, WA
- **Exams passed:** Series 63 (2010), Series 65 (2008)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.cmbidwell.com/

## Frequently asked questions

### Is Brett Bidwell a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brett holds no broker registration, and C.M. Bidwell & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brett charge for financial advice?

Brett charges a percentage of assets.

### How much does Brett charge?

According to C.M. Bidwell & Associates's website, checked October 30, 2026: 0.5%–1% a year of assets managed.

### Where is Brett Bidwell based?

Brett Bidwell is based in Honolulu, Hawaii.

### What credentials does Brett Bidwell hold?

Brett Bidwell holds the CFP credential.

### Is Brett Bidwell registered with the SEC?

Yes. Brett Bidwell is registered as an investment adviser representative in CA, HI, TX and WA (CRD 4349024), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does C.M. Bidwell & Associates manage?

C.M. Bidwell & Associates reports $267.1M across 165 accounts in assets under management.

### How do I contact Brett Bidwell?

Through Brett's website, www.cmbidwell.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4349024): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.cmbidwell.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.