Brett Bidwell
C.M. Bidwell & Associates · Honolulu, Hawaii
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).
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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 | $267.1M across 165 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, HI, TX, WA · CRD 4349024 |
| Exams passed | Series 63 (2010) · Series 65 (2008) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.cmbidwell.com |
How Brett's firm compares
- C.M. Bidwell & Associates's average account is about $1.6 million, from its Form ADV (assets managed divided by 165 accounts).
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Questions about Brett
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.
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
- C.M. Bidwell & Associates 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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