Firm
C.M. Bidwell & Associates
Honolulu, Hawaii
Fee-only
C.M. Bidwell & Associates at a glance
- One of 30 fee-only firms based in Hawaii in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFP.
- Its Form ADV reports 5 employees and 151 individual clients, 13 of them high net worth.
- Its average account is about $1.6 million (assets it manages divided by its 165 accounts).
Facts
| Based in | Honolulu, Hawaii |
|---|---|
| Website | cmbidwell.com |
| Phone | (808) 595-1099 |
C.M. Bidwell & Associates 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 | 0.5% to 1% a year |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"• 0.500% of assets on first $5 million" source
"• 1.00% of assets on first $5 million" source
"Our clients pay us a percentage of the assets we manage for them so when their accounts grow our fees grow." 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 · Performance-based fees |
|---|---|
| Assets managed | $267 million |
| Individual clients | 138 |
| High-net-worth clients | 13 |
| Accounts managed | 165 |
| Employees | 5 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-14976) |
| Financial planning | Offered |
| Form ADV filed | March 11, 2026 |
| SEC record | CRD 107449 |