Zachary Harris
Bellars Harris Wealth Management · Virginia Beach, Virginia
Zachary Harris is a fee-only financial advisor at Bellars Harris Wealth Management in Virginia Beach, Virginia. Zachary 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 | Virginia Beach, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $505.4M across 1,496 accounts |
| SEC registration | Investment adviser representative in VA · CRD 7384594 |
| Exams passed | Series 66 (2022) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.bellarsharriswealth.com |
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Questions about Zachary
Is Zachary Harris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachary 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 Zachary charge for financial advice?
Zachary's firm, Bellars Harris Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Zachary Harris based?
Zachary Harris is based in Virginia Beach, Virginia.
What does Zachary specialize in?
Zachary's specialties include tax planning, estate & legacy planning, retirement planning, small business owners, family wealth transfer and divorce financial planning. Zachary works with retirees, multi-generational families and divorced individuals.
Is Zachary Harris registered with the SEC?
Yes. Zachary Harris is registered as an investment adviser representative in VA (CRD 7384594), 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 Zachary Harris?
Through Zachary'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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