Bellars Harris Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$491,312,025
Clients
283
Advisors
6
across 3 offices
About
Bellars Harris Wealth Management provides personalized financial planning and both discretionary and non‑discretionary investment management to individuals (including high‑net‑worth clients) and entities such as trusts, estates, and qualified retirement plans. The firm’s service offering also includes retirement plan advisory, estate‑planning coordination, and family‑office style coordination to align clients’ documents and professional advisors.
The firm describes a fundamentally driven, generally long‑term investment approach that is customized to each client’s objectives, with flexibility for shorter‑term trading when appropriate. Bellars Harris operates its own wrap fee program for managed accounts, uses external money managers when recommended, and relies on custodial and trading arrangements through its platform to implement and monitor portfolios.
Noteworthy items in the brochure include the firm‑sponsored wrap fee program and the explicit use of third‑party estate‑planning technology to organize documents and collaborate with outside attorneys, both features less common among similar advisory teams. The disclosure also highlights the firm’s access to alternative investments and structured products, licensing of representatives for insurance sales, and receipt of platform services from its chosen custodian — all operational and conflict‑of‑interest considerations clients may want to review.
Client services
Expertise
Fee options
Fixed fees for financial planning services ranging from $5,000 to $25,000 depending on complexity.
Up to 1.50% annually
Insurance products sold by advisory persons earn commissions separate from advisory fees.
Main office
See office4429 Bonney Rd., Suite 530
Virginia Beach VA 23462-3881
Advisors at this office
3
Offices (3)
Most active in
South Carolina · Virginia
Also doing business as
Bellars Harris Wealth Management · Bellars Harris Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Claudia B
CFP®, Series 63, Series 65
Mount Pleasant, SC
Bellars Harris Wealth Management
Claudia Bellars is a CFP® with 34 years of experience in the financial services industry. She is currently with Bellars Harris Wealth Management, a team-based firm where she has worked since 2026. Her prior experience includes roles at Consolidated Planning Corporation, Raymond James Financial Services, Bank of America, and Merrill Lynch. Bellars Harris Wealth Management provides personalized financial planning and investment management services to individuals, trusts, estates, and qualified retirement plans. The firm employs a fundamentally driven, long-term investment approach tailored to each client’s objectives and offers a range of services including retirement plan advisory and family-office style coordination.
Axel B
Series 66
Virginia Beach, VA
Bellars Harris Wealth Management
Axel Bellars is a financial advisor at Bellars Harris Wealth Management with eight years of industry experience. He holds a Series 66 designation and has worked at firms including CPC Advisors, Raymond James Financial Services, Bank of America, and Merrill Lynch. Outside of advisory work, he is the owner of AJB Holdings Inc. and serves as Power of Attorney for a family member’s financial affairs. Bellars Harris Wealth Management provides personalized financial planning and investment management to individuals, trusts, estates, and qualified retirement plans. The firm employs a fundamentally driven, generally long-term investment approach tailored to each client’s objectives and offers services such as retirement plan advisory and family-office coordination.
Zachary H
Series 66
Virginia Beach, VA
Bellars Harris Wealth Management
Zachary Harris is a financial advisor at Bellars Harris Wealth Management with four years of industry experience. He holds a Series 66 designation and has previously worked at Consolidated Planning Corporation and Raymond James Financial. Outside of his advisory role, he is the owner of ZOH Enterprises, Inc. Bellars Harris Wealth Management is an SEC-registered investment adviser offering discretionary and non-discretionary investment management, personal financial planning, and retirement plan advisory services. The firm serves individuals, high-net-worth clients, trusts, estates, and qualified retirement plans, employing fundamental analysis and a primarily long-term investment approach.
Brad H
Series 66
Virginia Beach, VA
Bellars Harris Wealth Management
Brad Harris is a financial advisor at Bellars Harris Wealth Management with 24 years of industry experience. He holds a Series 66 credential and has previously worked at CPC Advisors, Raymond James Financial Services, Bank of America, and Merrill Lynch. Outside of his advisory work, he is the owner of BAH Enterprises, Inc. and serves as an acting trustee for Harris Brad. Bellars Harris Wealth Management is an SEC-registered investment adviser that offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services. The firm serves individuals, high-net-worth clients, trusts, estates, and qualified retirement plans, employing a primarily fundamental and long-term investment approach while maintaining flexibility for shorter-term trading.
Temiloluwa A
Series 65
Mount Pleasant, SC
Bellars Harris Wealth Management
Temiloluwa Adesodun is a financial advisor at Bellars Harris Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining Bellars Harris, Temiloluwa held positions at SearchX, NB Handy, and Custom Digital Solutions. Bellars Harris Wealth Management provides personalized financial planning and investment management to individuals, trusts, estates, and qualified retirement plans, employing a fundamentally driven, long-term investment approach customized to client objectives. The firm also offers retirement plan advisory, estate-planning coordination, and family-office style services.
Timothy B
Series 63, Series 65
Mount Pleasant, SC
Bellars Harris Wealth Management
Timothy Bellars is a financial advisor at Bellars Harris Wealth Management with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill Lynch, Bank of America, Raymond James Financial Services, and CPC Advisors. He is also the owner of TJB Enterprises, Inc. Bellars Harris Wealth Management provides personalized financial planning and investment management to individuals and entities, including high-net-worth clients, trusts, estates, and qualified retirement plans. The firm offers retirement plan advisory, estate-planning coordination, and family-office style services, employing a fundamentally driven, generally long-term investment approach customized to clients’ objectives.
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