Lesley Brey
LJ Brey · Honolulu, Hawaii
Lesley Brey is a fee-only financial advisor at LJ Brey in Honolulu, Hawaii, who holds the CFP and CFA credentials. Lesley charges a percentage of assets and an ongoing planning fee (1% a year on the first tier of assets managed and a $2,000,000 asset minimum).
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Facts
| Firm | LJ Brey |
|---|---|
| Based in | Honolulu, Hawaii |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | 1% a year on the first tier of assets managed · A $2,000,000 asset minimum |
| Assets under management | $117.3M across 257 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in HI, TX · CRD 2813196 |
| Exams passed | Series 65 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | ljbreyinc.com |
How Lesley's firm compares
- LJ Brey's average account is about $457,000, from its Form ADV (assets managed divided by 257 accounts).
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Questions about Lesley
Is Lesley Brey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lesley holds no broker registration, and LJ Brey reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lesley charge for financial advice?
Lesley charges a percentage of assets and an ongoing planning fee.
How much does Lesley charge?
According to LJ Brey's website, checked October 30, 2026: 1% a year on the first tier of assets managed; a $2,000,000 asset minimum.
Where is Lesley Brey based?
Lesley Brey is based in Honolulu, Hawaii.
What credentials does Lesley Brey hold?
Lesley Brey holds the CFP and CFA credentials.
Is Lesley Brey registered with the SEC?
Yes. Lesley Brey is registered as an investment adviser representative in HI and TX (CRD 2813196), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does LJ Brey manage?
LJ Brey reports $117.3M across 257 accounts in assets under management.
How do I contact Lesley Brey?
Through Lesley's website, ljbreyinc.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
- LJ Brey 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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