# Flat-fee financial advisors in Hawaii > In Hawaii, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Lesley Brey of LJ Brey, Abel Soares of Hui Malama Financial Advisors LLC and Jason Cutitta of ToBA Financial. Page: https://find.wellspent.co/by/flat-fee-financial-advisors/hawaii/ 38 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 who charge flat or fixed fees in Hawaii? In Hawaii, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Lesley Brey of LJ Brey, Abel Soares of Hui Malama Financial Advisors LLC and Jason Cutitta of ToBA Financial. ## How many fee-only advisors who charge flat or fixed fees in Hawaii are there? The Wellspent public graph lists 38 fee-only advisors who charge flat or fixed fees in Hawaii, at 22 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who charge flat or fixed fees in Hawaii located? Of the 38 fee-only advisors who charge flat or fixed fees in Hawaii, 27 are in Honolulu, followed by 2 in Kailua and 2 in Kailua-Kona. ## How do fee-only advisors who charge flat or fixed fees in Hawaii charge? All 38 fee-only advisors who charge flat or fixed fees in Hawaii with fees on file charge a percentage of assets. Many use more than one: 89% charge fixed fees and 53% charge by the hour. ## How many fee-only advisors who charge flat or fixed fees in Hawaii hold the CFP? 37% of the 38 fee-only advisors who charge flat or fixed fees in Hawaii hold the CFP certification, based on the credentials listed on each record. ## How does Wellspent decide who counts as fee-only advisors who charge flat or fixed fees? We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets. ## What should I ask fee-only advisors who charge flat or fixed fees in Hawaii? What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees? ## How current is this list of fee-only advisors who charge flat or fixed fees 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 | |---|---|---|---|---| | [Daniel Masuda Lehrman](https://find.wellspent.co/advisors/daniel-masuda-lehrman.md) | Masuda Lehrman Wealth | Honolulu, Hawaii | CFP, Certified Student Loan Professional | Percentage of assets, One-time planning fee | | [Jennifer Macedo](https://find.wellspent.co/advisors/jennifer-macedo.md) | Front Street Financial | Lahaina, Hawaii | CFP | Percentage of assets, Fixed fees | | [Monica Jennings](https://find.wellspent.co/advisors/monica-jennings.md) | Jennings Financial Planning, Inc | Honolulu, Hawaii | CFP, MBA | Percentage of assets | | [Abel Soares](https://find.wellspent.co/advisors/abel-soares.md) | Hui Malama Financial Advisors LLC | Waianae, Hawaii | CFP, CPA, PFS | Percentage of assets, Hourly, Fixed fees | | [Jason Cutitta](https://find.wellspent.co/advisors/jason-cutitta.md) | ToBA Financial | Kaneohe, Hawaii | CFP, EA | Percentage of assets, Fixed fees | | [Christina Brown](https://find.wellspent.co/advisors/christina-brown.md) | Andrews Advisory Associates | Honolulu, Hawaii | CFP | Percentage of assets, Hourly, Fixed fees | | [Scott Tonai](https://find.wellspent.co/advisors/scott-tonai.md) | Andrews Advisory Associates | Honolulu, Hawaii | CFP | Percentage of assets, Hourly, Fixed fees | | [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 | | [Lesley Brey](https://find.wellspent.co/advisors/lesley-brey.md) | LJ Brey | Honolulu, Hawaii | CFP, CFA | Percentage of assets, Ongoing planning fee | | [Jacob Simons](https://find.wellspent.co/advisors/jacob-simons.md) | The Rice Partnership | Honolulu, Hawaii | CFP | Percentage of assets, Fixed fees | | [Jeffery Margolf](https://find.wellspent.co/advisors/jeffery-margolf.md) | Tangent Financial | Honolulu, Hawaii | CFA | Percentage of assets, Hourly, Fixed fees | | [Owen Lahr](https://find.wellspent.co/advisors/owen-lahr.md) | Andrews Advisory Associates | Honolulu, Hawaii | | Percentage of assets, Hourly, Fixed fees | | [Travis Tsukayama](https://find.wellspent.co/advisors/travis-tsukayama.md) | Andrews Advisory Associates | Honolulu, Hawaii | | Percentage of assets, Hourly, Fixed fees | | [David Hall](https://find.wellspent.co/advisors/david-hall.md) | Peak Planning Group | Hilo, Hawaii | | Percentage of assets, Hourly, 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 | | [Brian Tokuuke](https://find.wellspent.co/advisors/brian-tokuuke.md) | The Rice Partnership | Honolulu, Hawaii | CFA | Percentage of assets, Fixed fees | | [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 | | [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 | | [Adam Vila](https://find.wellspent.co/advisors/adam-vila.md) | Milestone Wealth Management & Insurance | Honolulu, Hawaii | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Joanna Amberger](https://find.wellspent.co/advisors/joanna-amberger.md) | Continuum Advisory | Honolulu, Hawaii | CFP | Percentage of assets, Hourly, Fixed fees | | [Sheldon Shiira](https://find.wellspent.co/advisors/sheldon-shiira.md) | Financial Vision Advisory Services, LLC. | Honolulu, Hawaii | CFP | Percentage of assets, Hourly, Fixed fees | | [Adam Reugh](https://find.wellspent.co/advisors/adam-reugh.md) | ACP Investment Management | Kailua-Kona, Hawaii | | Percentage of assets, Hourly, Fixed fees | | [Andre Lister](https://find.wellspent.co/advisors/andre-lister.md) | ACP Investment Management | Kailua-Kona, Hawaii | | Percentage of assets, Hourly, Fixed fees | | [Carl Choy](https://find.wellspent.co/advisors/carl-choy.md) | CKW Financial Group | Honolulu, Hawaii | | Percentage of assets, Fixed fees | | [Eric Lee](https://find.wellspent.co/advisors/eric-lee.md) | Lifelong Investment Management Services | Wailuku, Hawaii | | Percentage of assets, Hourly, Fixed fees | | [George Hart](https://find.wellspent.co/advisors/george-hart.md) | Wealth Alignment Partners | Honolulu, Hawaii | | Percentage of assets, Hourly, Fixed fees | | [George Hart](https://find.wellspent.co/advisors/george-hart-728082.md) | Wealth Alignment Partners | Honolulu, Hawaii | | Percentage of assets, Hourly, Fixed fees | | [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).