# Advisors for $500,000 to $1 million in Hawaii > In Hawaii, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Todd Erskine of Kokua Capital Management, David Bello of BelloAdvisers and Monica Jennings of Jennings Financial Planning, Inc. Page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/hawaii/ 32 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors for $500,000 to $1 million in Hawaii? In Hawaii, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Todd Erskine of Kokua Capital Management, David Bello of BelloAdvisers and Monica Jennings of Jennings Financial Planning, Inc. ## How many fee-only advisors for $500,000 to $1 million in Hawaii are there? The Wellspent public graph lists 32 fee-only advisors for $500,000 to $1 million in Hawaii, at 15 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million. ## Where are fee-only advisors for $500,000 to $1 million in Hawaii located? Of the 32 fee-only advisors for $500,000 to $1 million in Hawaii, 26 are in Honolulu, followed by 3 in Kailua and 1 in Lihue. ## How do fee-only advisors for $500,000 to $1 million in Hawaii charge? The most common fee among fee-only advisors for $500,000 to $1 million in Hawaii is a percentage of assets, used by 97% of the 32 with fees on file. Many use more than one: 53% charge fixed fees and 41% charge by the hour. ## How many fee-only advisors for $500,000 to $1 million in Hawaii hold the CFP? 28% of the 32 fee-only advisors for $500,000 to $1 million in Hawaii hold the CFP certification, based on the credentials listed on each record. ## How does Wellspent decide who counts as fee-only advisors for $500,000 to $1 million? We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more. ## What should I ask fee-only advisors for $500,000 to $1 million in Hawaii? What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself? ## How current is this list of fee-only advisors for $500,000 to $1 million in Hawaii? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Monica Jennings](https://find.wellspent.co/advisors/monica-jennings.md) | Jennings Financial Planning, Inc | Honolulu, Hawaii | CFP, MBA | Percentage of assets | | [Brad Klontz](https://find.wellspent.co/advisors/brad-klontz.md) | Occidental Asset Management | Lihue, Hawaii | CFP | Ongoing planning fee | | [David Bello](https://find.wellspent.co/advisors/david-bello.md) | BelloAdvisers | Kailua, Hawaii | CFP | Percentage of assets | | [J.R. Robinson](https://find.wellspent.co/advisors/j-r-robinson.md) | Financial Planning Hawaii | Honolulu, Hawaii | | One-time planning fee, Percentage of assets, Flat fee or retainer | | [Tafiti Uso](https://find.wellspent.co/advisors/tafiti-uso.md) | Pacific Wealth Partners | Honolulu, Hawaii | CFP | Percentage of assets | | [Jacob Simons](https://find.wellspent.co/advisors/jacob-simons.md) | The Rice Partnership | Honolulu, Hawaii | CFP | Percentage of assets, Fixed fees | | [David Jacobs](https://find.wellspent.co/advisors/david-jacobs-4732139.md) | Pathfinder Financial Services | Kailua, Hawaii | CFP | Percentage of assets, Fixed fees | | [Howard Haber](https://find.wellspent.co/advisors/howard-haber.md) | Apollo Wealth Management | Honolulu, Hawaii | CFP | Percentage of assets, Fixed fees | | [Bonnie Rice](https://find.wellspent.co/advisors/bonnie-rice.md) | The Rice Partnership | Honolulu, Hawaii | ChFC | Percentage of assets, Fixed fees | | [Bradley Totherow](https://find.wellspent.co/advisors/bradley-totherow.md) | Cadinha & Co | Honolulu, Hawaii | | Percentage of assets, Hourly | | [Brian Tokuuke](https://find.wellspent.co/advisors/brian-tokuuke.md) | The Rice Partnership | Honolulu, Hawaii | CFA | Percentage of assets, Fixed fees | | [Gabriella Puaa](https://find.wellspent.co/advisors/gabriella-puaa.md) | Cadinha & Co | Honolulu, Hawaii | | Percentage of assets, Hourly | | [Harlan Cadinha](https://find.wellspent.co/advisors/harlan-cadinha.md) | Cadinha & Co | Honolulu, Hawaii | | Percentage of assets, Hourly | | [Harlan Cadinha](https://find.wellspent.co/advisors/harlan-cadinha-37879.md) | Cadinha & Co | Honolulu, Hawaii | | Percentage of assets, Hourly | | [Ji Mi Kim](https://find.wellspent.co/advisors/ji-mi-kim.md) | Pasadena Private Wealth | Honolulu, Hawaii | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Kaleialoha Cadinha-Pua'A](https://find.wellspent.co/advisors/kaleialoha-cadinha-pua-a.md) | Cadinha & Co | Honolulu, Hawaii | | Percentage of assets, Hourly | | [Kawika Shoji](https://find.wellspent.co/advisors/kawika-shoji.md) | Regency Capital Management | Honolulu, Hawaii | | Percentage of assets | | [Michael D'Addario](https://find.wellspent.co/advisors/michael-d-addario.md) | Cadinha & Co | Honolulu, Hawaii | | Percentage of assets, Hourly | | [Robyn Macy](https://find.wellspent.co/advisors/robyn-macy.md) | Cadinha & Co | Honolulu, Hawaii | | Percentage of assets, Hourly | | [Cathy Tajiri](https://find.wellspent.co/advisors/cathy-tajiri.md) | The Rice Partnership | Honolulu, Hawaii | | Percentage of assets, Fixed fees | | [Christian Dursteler](https://find.wellspent.co/advisors/christian-dursteler.md) | The Rice Partnership | Honolulu, Hawaii | | Percentage of assets, Fixed fees | | [Orest Saikevych](https://find.wellspent.co/advisors/orest-saikevych.md) | The Rice Partnership | Honolulu, Hawaii | | Percentage of assets, Fixed fees | | [Sarah Bredhoff](https://find.wellspent.co/advisors/sarah-bredhoff.md) | The Rice Partnership | Kahului, Maui, Hawaii | | Percentage of assets, Fixed fees | | [Katherine Jacobs](https://find.wellspent.co/advisors/katherine-jacobs.md) | Pathfinder Financial Services | Kailua, Hawaii | | Percentage of assets, Fixed fees | | [Joanna Amberger](https://find.wellspent.co/advisors/joanna-amberger.md) | Continuum Advisory | Honolulu, Hawaii | CFP | Percentage of assets, Hourly, Fixed fees | | [Todd Erskine](https://find.wellspent.co/advisors/todd-erskine.md) | Kokua Capital Management | Honolulu, Hawaii | CFP, CFA | Percentage of assets | | [Frank Yi](https://find.wellspent.co/advisors/frank-yi.md) | Twin Lakes Capital | Honolulu, Hawaii | | Percentage of assets | | [Itaat Husain](https://find.wellspent.co/advisors/itaat-husain.md) | Financial Planning Hawaii | Honolulu, Hawaii | | Percentage of assets, Hourly, Fixed fees | | [John Robinson](https://find.wellspent.co/advisors/john-robinson.md) | Financial Planning Hawaii | Honolulu, Hawaii | | Percentage of assets, Hourly, Fixed fees | | [Laurey Shibuya](https://find.wellspent.co/advisors/laurey-shibuya.md) | Financial Planning Hawaii | Honolulu, Hawaii | | Percentage of assets, Hourly, Fixed fees | | [Sawyer Patrick](https://find.wellspent.co/advisors/sawyer-patrick.md) | Financial Planning Hawaii | Honolulu, Hawaii | | Percentage of assets, Hourly, Fixed fees | | [Steven Nakao](https://find.wellspent.co/advisors/steven-nakao.md) | Aloha Wealthcare Management | Wahiawa, Hawaii | | Percentage of assets, Fixed fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).