Sheldon Shiira
Financial Vision Advisory Services, LLC. · Honolulu, Hawaii
Sheldon Shiira is a fee-only financial advisor at Financial Vision Advisory Services, LLC. in Honolulu, Hawaii, who holds the CFP credential. Financial Vision Advisory Services, LLC. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Financial Vision Advisory Services, LLC. |
|---|---|
| Based in | Honolulu, Hawaii |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $4.8M across 17 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in HI · CRD 1568086 |
| Exams passed | Series 63 (1986) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Sheldon's firm compares
- Financial Vision Advisory Services, LLC.'s average account is about $284,000, from its Form ADV (assets managed divided by 17 accounts).
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Questions about Sheldon
Is Sheldon Shiira a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sheldon holds no broker registration, and Financial Vision Advisory Services, LLC. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sheldon charge for financial advice?
Sheldon's firm, Financial Vision Advisory Services, LLC., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sheldon Shiira based?
Sheldon Shiira is based in Honolulu, Hawaii.
What credentials does Sheldon Shiira hold?
Sheldon Shiira holds the CFP credential.
Is Sheldon Shiira registered with the SEC?
Yes. Sheldon Shiira is registered as an investment adviser representative in HI (CRD 1568086), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Vision Advisory Services, LLC. manage?
Financial Vision Advisory Services, LLC. reports $4.8M across 17 accounts in assets under management.
How do I contact Sheldon Shiira?
Contact details aren't on file yet. Search for Financial Vision Advisory Services, LLC..
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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