Firm
BelloAdvisers
Kailua, Hawaii
Fee-only
BelloAdvisers at a glance
- One of 30 fee-only firms based in Hawaii in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 155 individual clients, 136 of them high net worth.
- Its average account is about $613,000 (assets it manages divided by its 155 accounts).
Facts
| Based in | Kailua, Hawaii |
|---|---|
| Website | belloadvisers.com |
| Phone | (808) 254-0022 |
BelloAdvisers fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.9% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Our fee is 9/10ths of 1% per annum of the assets that we manage on your behalf." source
"Our fee is 9/10ths of 1% per annum of the assets that we manage on your behalf." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $95 million |
| Individual clients | 19 |
| High-net-worth clients | 136 |
| Accounts managed | 155 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 167919 |