# David Bello

> David Bello is a fee-only financial advisor at BelloAdvisers in Kailua, Hawaii, who holds the CFP credential. David charges a percentage of assets (0.9% a year on the first tier of assets managed) and focuses on retirement planning and estate & legacy planning.

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

## Facts

- **Firm:** BelloAdvisers
- **Based in:** Kailua, Hawaii
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.9% a year on the first tier of assets managed
- **Assets under management (firm):** $95M across 155 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 17659 (https://adviserinfo.sec.gov/individual/summary/17659)
- **SEC registration:** Investment adviser representative in HI
- **Exams passed:** Series 63 (1982), Series 65 (1990)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://belloadvisers.com

## Frequently asked questions

### Is David Bello a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and BelloAdvisers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David charges a percentage of assets.

### How much does David charge?

According to BelloAdvisers's website, checked October 30, 2026: 0.9% a year on the first tier of assets managed.

### Where is David Bello based?

David Bello is based in Kailua, Hawaii.

### What does David specialize in?

David's specialties include retirement planning and estate & legacy planning.

### What credentials does David Bello hold?

David Bello holds the CFP credential.

### Is David Bello registered with the SEC?

Yes. David Bello is registered as an investment adviser representative in HI (CRD 17659), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does BelloAdvisers manage?

BelloAdvisers reports $95M across 155 accounts in assets under management.

### How do I contact David Bello?

Through David's website, belloadvisers.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/17659): 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://belloadvisers.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.