# Cathy Tajiri

> Cathy Tajiri is a fee-only financial advisor at The Rice Partnership in Honolulu, Hawaii. Cathy focuses on family wealth transfer. The Rice Partnership reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/cathy-tajiri/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** The Rice Partnership
- **Based in:** Honolulu, Hawaii
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $985.5M across 1,240 accounts
- **Specialties:** Family wealth transfer
- **Works with:** Retirees
- **CRD:** 4227411 (https://adviserinfo.sec.gov/individual/summary/4227411)
- **SEC registration:** Investment adviser representative in HI
- **Exams passed:** Series 66 (2000)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** http://www.thericepartnership.com

## Frequently asked questions

### Is Cathy Tajiri a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Cathy holds no broker registration, and The Rice Partnership reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Cathy charge for financial advice?

Cathy's firm, The Rice Partnership, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Cathy Tajiri based?

Cathy Tajiri is based in Honolulu, Hawaii.

### What does Cathy specialize in?

Cathy's specialties include family wealth transfer. Cathy works with retirees.

### Is Cathy Tajiri registered with the SEC?

Yes. Cathy Tajiri is registered as an investment adviser representative in HI (CRD 4227411), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The Rice Partnership manage?

The Rice Partnership reports $985.5M across 1,240 accounts in assets under management.

### How do I contact Cathy Tajiri?

Through Cathy's website, www.thericepartnership.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4227411): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://thericepartnership.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.