Flat-fee financial advisors in Hawaii
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Lesley Brey LJ Brey, Honolulu Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
- Abel Soares Hui Malama Financial Advisors LLC, Waianae Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Jason Cutitta ToBA Financial, Kaneohe Holds the CFP and EA. Fees on file: percentage of assets, fixed fees.
- Daniel Masuda Lehrman Masuda Lehrman Wealth, Honolulu Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Monica Jennings Jennings Financial Planning, Inc, Honolulu Holds the CFP. Fees on file: percentage of assets.
- Joanna Amberger Continuum Advisory, Honolulu Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 38
- Firms
- 22
- Cities
- 10
- Hold the CFP
- 37%
- Other credentials: CFA 8% · CPA 3% · EA 3%
- How they charge (of 38 with fees on file): percentage of assets 100% · fixed fees 89% · hourly 53% · one-time planning fee 5%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Flat-fee financial advisors by state
- California (2,105)
- Texas (1,472)
- Florida (983)
- Pennsylvania (919)
- New York (861)
- Ohio (701)
- Massachusetts (675)
- Virginia (673)
- Georgia (648)
- Colorado (641)
- North Carolina (607)
- Illinois (591)
- Michigan (493)
- Washington (451)
- Tennessee (436)
- Maryland (431)
- New Jersey (416)
- Minnesota (412)
- Arizona (372)
- Wisconsin (354)
- Oregon (352)
- Missouri (332)
- Indiana (314)
- Connecticut (304)
- Kansas (290)
- Utah (277)
- South Carolina (215)
- Idaho (171)
- Alabama (156)
- New Hampshire (149)
- Oklahoma (148)
- Iowa (142)
- Kentucky (125)
- Louisiana (109)
- Nevada (108)
- Nebraska (106)
- Maine (104)
- Arkansas (86)
- Delaware (77)
- Vermont (74)
- Mississippi (69)
- Rhode Island (60)
- District of Columbia (46)
- Montana (39)
- New Mexico (39)
- South Dakota (30)
- Wyoming (30)
- Alaska (29)
- West Virginia (27)
Questions about flat-fee financial advisors
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.
All 38 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Daniel Masuda Lehrman | Masuda Lehrman Wealth | Honolulu | CFP, Certified Student Loan Professional | Percentage of assets, One-time planning fee |
| Jennifer Macedo | Front Street Financial | Lahaina | CFP | Percentage of assets, Fixed fees |
| Monica Jennings | Jennings Financial Planning, Inc | Honolulu | CFP, MBA | Percentage of assets |
| Abel Soares | Hui Malama Financial Advisors LLC | Waianae | CFP, CPA, PFS | Percentage of assets, Hourly |
| Jason Cutitta | ToBA Financial | Kaneohe | CFP, EA | Percentage of assets, Fixed fees |
| Christina Brown | Andrews Advisory Associates | Honolulu | CFP | Percentage of assets, Hourly |
| Scott Tonai | Andrews Advisory Associates | Honolulu | CFP | Percentage of assets, Hourly |
| 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 |
| Lesley Brey | LJ Brey | Honolulu | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Jacob Simons | The Rice Partnership | Honolulu | CFP | Percentage of assets, Fixed fees |
| Jeffery Margolf | Tangent Financial | Honolulu | CFA | Percentage of assets, Hourly |
| Owen Lahr | Andrews Advisory Associates | Honolulu | Not listed | Percentage of assets, Hourly |
| Travis Tsukayama | Andrews Advisory Associates | Honolulu | Not listed | Percentage of assets, Hourly |
| David Hall | Peak Planning Group | Hilo | Not listed | Percentage of assets, Hourly |
| 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 |
| Brian Tokuuke | The Rice Partnership | Honolulu | CFA | Percentage of assets, Fixed fees |
| Ji Mi Kim | Pasadena Private Wealth | 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 |
| Adam Vila | Milestone Wealth Management & Insurance | Honolulu | CFP, ChFC | Percentage of assets, Hourly |
| Joanna Amberger | Continuum Advisory | Honolulu | CFP | Percentage of assets, Hourly |
| Sheldon Shiira | Financial Vision Advisory Services, LLC. | Honolulu | CFP | Percentage of assets, Hourly |
| Adam Reugh | ACP Investment Management | Kailua-Kona | Not listed | Percentage of assets, Hourly |
| Andre Lister | ACP Investment Management | Kailua-Kona | Not listed | Percentage of assets, Hourly |
| Carl Choy | CKW Financial Group | Honolulu | Not listed | Percentage of assets, Fixed fees |
| Eric Lee | Lifelong Investment Management Services | Wailuku | Not listed | Percentage of assets, Hourly |
| George Hart | Wealth Alignment Partners | Honolulu | Not listed | Percentage of assets, Hourly |
| George Hart | Wealth Alignment Partners | Honolulu | Not listed | Percentage of assets, Hourly |
| 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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