David Bello
BelloAdvisers · Kailua, Hawaii
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.
Request an introduction to David →
Specialties
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 | $95M across 155 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in HI · CRD 17659 |
| Exams passed | Series 63 (1982) · Series 65 (1990) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | belloadvisers.com |
How David's firm compares
- BelloAdvisers's average account is about $613,000, from its Form ADV (assets managed divided by 155 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
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.
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
- BelloAdvisers 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.
See something wrong? Request a correction. Read our methodology.