Advisors for $500,000 to $1 million in Hawaii
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Todd Erskine Kokua Capital Management, Honolulu Holds the CFP and CFA. Fees on file: percentage of assets.
- David Bello BelloAdvisers, Kailua Holds the CFP. Fees on file: percentage of assets.
- Monica Jennings Jennings Financial Planning, Inc, Honolulu Holds the CFP. Fees on file: percentage of assets.
- Brad Klontz Occidental Asset Management, Lihue Holds the CFP. Fees on file: ongoing planning fee.
- Howard Haber Apollo Wealth Management, Honolulu Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Jacob Simons The Rice Partnership, Honolulu Holds the CFP. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 32
- Firms
- 15
- Cities
- 5
- Hold the CFP
- 28%
- Other credentials: CFA 6% · ChFC 3%
- How they charge (of 32 with fees on file): percentage of assets 97% · fixed fees 53% · hourly 41% · ongoing planning fee 3%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $500,000 to $1 million by state
- California (1,002)
- Texas (486)
- New York (410)
- Florida (340)
- Pennsylvania (309)
- Massachusetts (287)
- Virginia (267)
- Colorado (254)
- Illinois (214)
- North Carolina (211)
- Washington (188)
- Georgia (186)
- Tennessee (179)
- Michigan (170)
- Arizona (145)
- New Jersey (139)
- Ohio (139)
- Connecticut (137)
- Oregon (135)
- Maryland (128)
- Wisconsin (127)
- Missouri (105)
- South Carolina (94)
- Indiana (86)
- Utah (76)
- Minnesota (75)
- Idaho (65)
- Oklahoma (63)
- New Hampshire (56)
- Kansas (41)
- Nevada (41)
- Delaware (40)
- Alabama (39)
- Kentucky (39)
- Iowa (38)
- Louisiana (28)
- Vermont (26)
Questions about advisors for $500,000 to $1 million
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.
All 32 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Monica Jennings | Jennings Financial Planning, Inc | Honolulu | CFP, MBA | Percentage of assets |
| Brad Klontz | Occidental Asset Management | Lihue | CFP | Ongoing planning fee |
| David Bello | BelloAdvisers | Kailua | CFP | Percentage of assets |
| J.R. Robinson We do comprehensive financial planning for individuals and families in the mid-market affluent space. | Financial Planning Hawaii | Honolulu | Not listed | One-time planning fee, Percentage of assets |
| Tafiti Uso | Pacific Wealth Partners | Honolulu | CFP | Percentage of assets |
| Jacob Simons | The Rice Partnership | Honolulu | CFP | Percentage of assets, Fixed fees |
| David Jacobs | Pathfinder Financial Services | Kailua | CFP | Percentage of assets, Fixed fees |
| Howard Haber | Apollo Wealth Management | Honolulu | CFP | Percentage of assets, Fixed fees |
| Bonnie Rice | The Rice Partnership | Honolulu | ChFC | Percentage of assets, Fixed fees |
| Bradley Totherow | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Brian Tokuuke | The Rice Partnership | Honolulu | CFA | Percentage of assets, Fixed fees |
| Gabriella Puaa | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Harlan Cadinha | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Harlan Cadinha | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Ji Mi Kim | Pasadena Private Wealth | Honolulu | Not listed | Percentage of assets, Hourly |
| Kaleialoha Cadinha-Pua'A | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Kawika Shoji | Regency Capital Management | Honolulu | Not listed | Percentage of assets |
| Michael D'Addario | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Robyn Macy | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Cathy Tajiri | The Rice Partnership | Honolulu | Not listed | Percentage of assets, Fixed fees |
| Christian Dursteler | The Rice Partnership | Honolulu | Not listed | Percentage of assets, Fixed fees |
| Orest Saikevych | The Rice Partnership | Honolulu | Not listed | Percentage of assets, Fixed fees |
| Sarah Bredhoff | The Rice Partnership | Kahului, Maui | Not listed | Percentage of assets, Fixed fees |
| Katherine Jacobs | Pathfinder Financial Services | Kailua | Not listed | Percentage of assets, Fixed fees |
| Joanna Amberger | Continuum Advisory | Honolulu | CFP | Percentage of assets, Hourly |
| Todd Erskine | Kokua Capital Management | Honolulu | CFP, CFA | Percentage of assets |
| Frank Yi | Twin Lakes Capital | Honolulu | Not listed | Percentage of assets |
| Itaat Husain | Financial Planning Hawaii | Honolulu | Not listed | Percentage of assets, Hourly |
| John Robinson | Financial Planning Hawaii | Honolulu | Not listed | Percentage of assets, Hourly |
| Laurey Shibuya | Financial Planning Hawaii | Honolulu | Not listed | Percentage of assets, Hourly |
| Sawyer Patrick | Financial Planning Hawaii | Honolulu | Not listed | Percentage of assets, Hourly |
| Steven Nakao | Aloha Wealthcare Management | Wahiawa | Not listed | Percentage of assets, Fixed fees |
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