Sarah Bredhoff
The Rice Partnership · Kahului, Maui, Hawaii
Sarah Bredhoff is a fee-only financial advisor at The Rice Partnership in Kahului, Maui, Hawaii. Sarah 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 | Kahului, Maui, 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 3150865 |
| Exams passed | Series 63 (1999) · Series 65 (2016) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.thericepartnership.com |
| Profile |
How Sarah'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 Sarah
Is Sarah Bredhoff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sarah 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 Sarah charge for financial advice?
Sarah's firm, The Rice Partnership, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Sarah Bredhoff based?
Sarah Bredhoff is based in Kahului, Maui, Hawaii.
What does Sarah specialize in?
Sarah's specialties include family wealth transfer. Sarah works with retirees.
Is Sarah Bredhoff registered with the SEC?
Yes. Sarah Bredhoff is registered as an investment adviser representative in HI (CRD 3150865), 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 Sarah Bredhoff?
Through Sarah'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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