Brad Klontz
Occidental Asset Management · Lihue, Hawaii
Brad Klontz is a fee-only financial advisor at Occidental Asset Management in Lihue, Hawaii, who holds the CFP credential. Brad charges an ongoing planning fee (a $500,000 asset minimum) and focuses on equity compensation, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Multi-generational families
- Founders
- Tech employees
- Executives
- Ultra high net worth
Facts
| Firm | Occidental Asset Management |
|---|---|
| Based in | Lihue, Hawaii |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | A $500,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $1.40B across 2,101 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, HI, WA · CRD 6256625 |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | occidentalasset.com |
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Questions about Brad
Is Brad Klontz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brad holds no broker registration, and Occidental Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brad charge for financial advice?
Brad charges an ongoing planning fee.
How much does Brad charge?
According to Occidental Asset Management's website, checked October 30, 2026: a $500,000 asset minimum.
Does Brad work with clients virtually?
Yes. Occidental Asset Management says on its website that it works with clients remotely.
Where is Brad Klontz based?
Brad Klontz is based in Lihue, Hawaii.
What does Brad specialize in?
Brad's specialties include equity compensation, tax planning, estate & legacy planning, retirement planning and founders (pre-exit). Brad works with retirees, pre-retirees, multi-generational families, founders and tech employees.
What credentials does Brad Klontz hold?
Brad Klontz holds the CFP credential.
Is Brad Klontz registered with the SEC?
Yes. Brad Klontz is registered as an investment adviser representative in CA, HI and WA (CRD 6256625), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Occidental Asset Management manage?
Occidental Asset Management reports $1.40B across 2,101 accounts in assets under management.
How do I contact Brad Klontz?
Through Brad's website, occidentalasset.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Occidental Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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