Claudia Bellars
Bellars Harris Wealth Management · Mount Pleasant, South Carolina
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.
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Specialties
Who they serve
- Retirees
- Multi-generational families
- Divorced individuals
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 |
| Assets under management | $505.4M across 1,496 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in SC, VA · CRD 2210945 |
| Exams passed | Series 63 (1992) · Series 65 (1992) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.bellarsharriswealth.com |
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Questions about Claudia
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.
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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