# Claudia Bellars

> Claudia Bellars is a fee-only financial advisor at Bellars Harris Wealth Management in Mount Pleasant, South Carolina, who holds the CFP credential. Claudia 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.

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

## Facts

- **Firm:** Bellars Harris Wealth Management
- **Based in:** Mount Pleasant, South Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $505.4M across 1,496 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning, Retirement planning, Small business owners, Family wealth transfer, Divorce financial planning
- **Works with:** Retirees, Multi-generational families, Divorced individuals
- **CRD:** 2210945 (https://adviserinfo.sec.gov/individual/summary/2210945)
- **SEC registration:** Investment adviser representative in SC, VA
- **Exams passed:** Series 63 (1992), Series 65 (1992)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.bellarsharriswealth.com

## Frequently asked questions

### Is Claudia Bellars a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Claudia 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 Claudia charge for financial advice?

Claudia's firm, Bellars Harris Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Claudia Bellars based?

Claudia Bellars is based in Mount Pleasant, South Carolina.

### What does Claudia specialize in?

Claudia's specialties include tax planning, estate & legacy planning, retirement planning, small business owners, family wealth transfer and divorce financial planning. Claudia works with retirees, multi-generational families and divorced individuals.

### What credentials does Claudia Bellars hold?

Claudia Bellars holds the CFP credential.

### Is Claudia Bellars registered with the SEC?

Yes. Claudia Bellars is registered as an investment adviser representative in SC and VA (CRD 2210945), 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 Claudia Bellars?

Through Claudia's website, www.bellarsharriswealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2210945): 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.bellarsharris.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.