BelLoadVisers, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$91,000,000
Clients
155
Advisors
2
of 2 employees
About
BelloAdvisers, LLC provides customized financial planning and investment advice to individuals as well as to corporations, trusts, private foundations, non-profits and qualified retirement plans. As of January 1, 2025 the firm reported managing about $88.55 million for roughly 155 clients and operates with a small adviser team.
The firm delivers advice on a non‑discretionary basis: it works with clients to develop a written investment policy and long‑term asset allocation model, then makes recommendations that clients approve before trades are executed. Portfolios are monitored at least quarterly (with monthly or event‑driven reviews for holdings with news) and financial planning follows a documented four‑step process of data gathering, design, implementation and review.
Distinctive aspects noted in the brochure include the firm’s primary use of a non‑discretionary model—clients retain final trading authority—which is less common among peers, and an explicit statement that the firm does not sell financial products. The advisory team includes CFP professionals with multi‑decade industry experience and the firm leverages institutional custody and support services (including educational conferences offered by its custodian) as part of its client service and ongoing education.
Client services
Expertise
Occupation focus
Fee options
0.9% per annum plus Hawaii General Excise Tax, assessed quarterly in arrears (0.225% per quarter)
$150.00 per hour plus Hawaii General Excise Tax
Main office
Kailua HI
Advisors at this office
2
Most active in
Hawaii
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.
Forms ADV
Advisors at this firm
Samuel B
CFP®, Series 66
Kailua, HI
BelLoadVisers, LLC
Samuel Bello is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with BelloAdvisers, LLC in Kailua, HI. His prior work includes roles at Andrews Advisory Associates, LLC and FSC Securities Corporation. BelloAdvisers, LLC provides customized financial planning and investment advice to individuals, corporations, trusts, private foundations, non-profits, and qualified retirement plans. The firm operates with a small adviser team and manages approximately $88.55 million for about 155 clients, delivering non-discretionary advice with client-approved recommendations and regular portfolio monitoring.
David B
CFP®, Series 63, Series 65
Kailua, HI
BelLoadVisers, LLC
David Bello is a CFP® professional with 12 years of industry experience. He is affiliated with BelLoadVisers, LLC and has had a long career with Bankers Life Company and Principal Mutual Life Insurance Company since 1979. BelloAdvisers, LLC provides customized financial planning and investment advice to individuals, corporations, trusts, private foundations, non-profits, and qualified retirement plans. The firm operates with a small adviser team, manages approximately $88.55 million for about 155 clients, and primarily uses a non-discretionary model where clients approve all trades.
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