Daniel Masuda Lehrman
Masuda Lehrman Wealth · Honolulu, Hawaii
Daniel Masuda Lehrman is a fee-only financial advisor at Masuda Lehrman Wealth in Honolulu, Hawaii, who holds the CFP and Certified Student Loan Professional credentials. Daniel Masuda charges a percentage of assets and a one-time planning fee (one-time plans from $4,200 and 1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Masuda Lehrman Wealth |
|---|---|
| Based in | Honolulu, Hawaii |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $4,200 · 1% a year on the first tier of assets managed · Typically works with clients with $850,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $28.4M across 118 accounts |
| Credentials | CFP · Certified Student Loan Professional |
| SEC registration | Investment adviser representative in HI · CRD 6385412 |
| Exams passed | Series 63 (2014) · Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | masudalehrman.com |
| Profile |
How Daniel Masuda's firm compares
- A one-time plan starts at $4,200, above the US median of $2,000 for fee-only firms that publish prices.
- Masuda Lehrman Wealth's average account is about $240,000, from its Form ADV (assets managed divided by 118 accounts).
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Questions about Daniel Masuda
Is Daniel Masuda Lehrman a fee-only financial advisor?
Yes. Daniel Masuda Lehrman is listed in the XY Planning Network directory (XYPN members are fee-only) and the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Daniel Masuda's firm.
How does Daniel Masuda charge for financial advice?
Daniel Masuda charges a percentage of assets and a one-time planning fee.
How much does Daniel Masuda charge?
According to Masuda Lehrman Wealth's website, checked October 28, 2026: one-time plans from $4,200; 1% a year on the first tier of assets managed; typically works with clients with $850,000 or more.
Does Daniel Masuda work with clients virtually?
Yes. Masuda Lehrman Wealth says on its website that it works with clients remotely.
Where is Daniel Masuda Lehrman based?
Daniel Masuda Lehrman is based in Honolulu, Hawaii.
What does Daniel Masuda specialize in?
Daniel Masuda's specialties include retirement planning, tax planning and estate & legacy planning. Daniel Masuda works with pre-retirees and retirees.
What credentials does Daniel Masuda Lehrman hold?
Daniel Masuda Lehrman holds the CFP and Certified Student Loan Professional credentials.
Is Daniel Masuda Lehrman registered with the SEC?
Yes. Daniel Masuda Lehrman is registered as an investment adviser representative in HI (CRD 6385412), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Masuda Lehrman Wealth manage?
Masuda Lehrman Wealth reports $28.4M across 118 accounts in assets under management.
How do I contact Daniel Masuda Lehrman?
Through Daniel Masuda's website, masudalehrman.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Masuda Lehrman Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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