Sawyer Patrick
Financial Planning Hawaii · Honolulu, Hawaii
Sawyer Patrick is a fee-only financial advisor at Financial Planning Hawaii in Honolulu, Hawaii. Financial Planning Hawaii reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Financial Planning Hawaii |
|---|---|
| Based in | Honolulu, Hawaii |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $382.4M across 701 accounts |
| SEC registration | Investment adviser representative in HI · CRD 8327236 |
| Exams passed | Series 65 (2026) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | feeonlyplanninghawaii.com |
How Sawyer's firm compares
- Financial Planning Hawaii's average account is about $545,000, from its Form ADV (assets managed divided by 701 accounts).
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Questions about Sawyer
Is Sawyer Patrick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sawyer holds no broker registration, and Financial Planning Hawaii reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sawyer charge for financial advice?
Sawyer's firm, Financial Planning Hawaii, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sawyer Patrick based?
Sawyer Patrick is based in Honolulu, Hawaii.
Is Sawyer Patrick registered with the SEC?
Yes. Sawyer Patrick is registered as an investment adviser representative in HI (CRD 8327236), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Planning Hawaii manage?
Financial Planning Hawaii reports $382.4M across 701 accounts in assets under management.
How do I contact Sawyer Patrick?
Through Sawyer's website, feeonlyplanninghawaii.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
- 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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