Belloadvisers, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“BALLC charges fees for Financial Planning at the rate of $150.00 per hour, plus Hawaii General Excise Tax.”

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

How Belloadvisers, LLC’s fees compare

• Its hourly rate of $150 is below the Hawaii median of $300. None of the 15 other Hawaii planners that publish an hourly rate charge less.

About Belloadvisers, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2013 (13 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Clients

155

Employees

2

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$95,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

167919

Website

belloadvisers.com (opens in new tab)

Phone

(808) 254-0022

Other planners in Kailua that publish fees

• Kala CapitalKailua$18,000, $18,000/yr
• Akamai Wealth Management, LLCKaneohe$2,000/yr
• Aloha Wealthcare Management, LLCWahiawa$150⁠-⁠$250/hr, $2,000
• Andrews Advisory Associates, LLCHonolulu$300/hr, $10,000
• CRL AdvisorsHonolulu$300/hr
• Financial Vision Advisory Services, LLC.Honolulu$175/hr

Compare all 33 planners in Hawaii