Max Chun-Van Osdol
C.M. Bidwell & Associates · Honolulu, Hawaii
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).
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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 | $267.1M across 165 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, HI, WA · CRD 6137893 |
| Exams passed | Series 65 (2013) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.cmbidwell.com |
How Max's firm compares
- C.M. Bidwell & Associates's average account is about $1.6 million, from its Form ADV (assets managed divided by 165 accounts).
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Questions about Max
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.
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
- C.M. Bidwell & Associates 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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