Bellars Harris Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 29, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000⁠-⁠$25,000

“Clients that are receiving financial planning services only are charged a fixed fee ranging from $5,000.00 to $25,000.00, depending upon the complexity of a client’s plan and services provided.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Bellars Harris Wealth Management bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The BHWM Wrap Fee Program investment management services fee shall be paid quarterly, in advance, based on the asset value of the client’s accounts as of the last business day of the prior quarter.”
• “The BHWM Wrap Fee Program investment management fees for the initial quarter shall be paid in arrears, on a pro rata basis, based on the value of the client’s accounts as of the last business day of that initial quarter.”
• “The fixed fee can be charged in quarterly installments, or otherwise in full upon delivery of the completed financial plan.”

How Bellars Harris Wealth Management’s fees compare

• Its flat or project fee of $5,000-$25,000 is above the Virginia median of $4,250. 90% of the 168 other Virginia planners that publish a flat or project fee charge less.
• 7 of the 9 other planners in Virginia Beach that publish a flat or project fee charge less.

About Bellars Harris Wealth Management

• Firm size: 8 employees.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

283

Employees

8

Works with

Individuals, high net worth individuals, charities, businesses, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$505,382,390

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

338986

Website

bellarsharriswealth.com (opens in new tab)

Phone

(757) 704-4200

Can advise clients in 2 states: South Carolina, Virginia

Other planners in Virginia Beach that publish fees

• Altura Wealth AdvisorsVirginia Beach$4,000⁠-⁠$25,000, $350⁠-⁠$2,500/mo
• Bay Capital Advisors, LLCVirginia Beach$500/hr, $3,500⁠-⁠$10,000
• Beacon Harbor Wealth AdvisorsVirginia Beach$300/hr, $1,000⁠-⁠$50,000
• Compton Wealth Advisory Group, LLCVirginia Beach$150⁠-⁠$450/hr
• Cook Financial Designs, Inc.Virginia Beach$4,000⁠-⁠$40,000/yr
• Gratus Wealth Advisors LLCVirginia BeachUp to $500/hr, $50,000

Compare all 28 planners in Virginia Beach