# Max Chun-Van Osdol

> Max Chun-Van Osdol is a fee-only financial advisor at C.M. Bidwell & Associates in Honolulu, Hawaii, who holds the CFP credential. Max charges a percentage of assets (0.5%–1% a year of assets managed).

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

## 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 (firm):** $267.1M across 165 accounts
- **Credentials:** CFP
- **CRD:** 6137893 (https://adviserinfo.sec.gov/individual/summary/6137893)
- **SEC registration:** Investment adviser representative in CA, HI, WA
- **Exams passed:** Series 65 (2013)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.cmbidwell.com/

## Frequently asked questions

### Is Max Chun-Van Osdol a fee-only financial advisor?

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

Max charges a percentage of assets.

### How much does Max charge?

According to C.M. Bidwell & Associates's website, checked October 30, 2026: 0.5%–1% a year of assets managed.

### Where is Max Chun-Van Osdol based?

Max Chun-Van Osdol is based in Honolulu, Hawaii.

### What credentials does Max Chun-Van Osdol hold?

Max Chun-Van Osdol holds the CFP credential.

### Is Max Chun-Van Osdol registered with the SEC?

Yes. Max Chun-Van Osdol is registered as an investment adviser representative in CA, HI and WA (CRD 6137893), 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 Max Chun-Van Osdol?

Through Max's website, www.cmbidwell.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6137893): 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.cmbidwell.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.