Greg Miyashiro
Kahala Financial Advisors · Honolulu, Hawaii
Greg Miyashiro is a fee-only financial advisor at Kahala Financial Advisors in Honolulu, Hawaii, who holds the CFP credential. Greg charges a percentage of assets (1% a year on the first tier of assets managed and a $1,000,000 asset minimum) and focuses on retirement planning and pension planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Kahala Financial Advisors |
|---|---|
| Based in | Honolulu, Hawaii |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $1,000,000 asset minimum |
| Assets under management | $203.4M across 422 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in HI · CRD 1103782 |
| Exams passed | Series 63 (1983) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.kahalafinancialadvisors.com |
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Questions about Greg
Is Greg Miyashiro a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Greg holds no broker registration, and Kahala Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Greg charge for financial advice?
Greg charges a percentage of assets.
How much does Greg charge?
According to Kahala Financial Advisors's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $1,000,000 asset minimum.
Where is Greg Miyashiro based?
Greg Miyashiro is based in Honolulu, Hawaii.
What does Greg specialize in?
Greg's specialties include retirement planning and pension planning. Greg works with retirees and pre-retirees.
What credentials does Greg Miyashiro hold?
Greg Miyashiro holds the CFP credential.
Is Greg Miyashiro registered with the SEC?
Yes. Greg Miyashiro is registered as an investment adviser representative in HI (CRD 1103782), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kahala Financial Advisors manage?
Kahala Financial Advisors reports $203.4M across 422 accounts in assets under management.
How do I contact Greg Miyashiro?
Through Greg's website, www.kahalafinancialadvisors.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
- Kahala Financial Advisors 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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