Cathy Tajiri
The Rice Partnership · Honolulu, Hawaii
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.
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Specialties
Who they serve
- Retirees
Facts
| Firm | The Rice Partnership |
|---|---|
| Based in | Honolulu, Hawaii |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $985.5M across 1,240 accounts |
| SEC registration | Investment adviser representative in HI · CRD 4227411 |
| Exams passed | Series 66 (2000) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.thericepartnership.com |
How Cathy's firm compares
- The Rice Partnership's average account is about $795,000, from its Form ADV (assets managed divided by 1,240 accounts).
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Questions about Cathy
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.
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
- The Rice Partnership 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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