Hourly financial advisors in Hawaii
How do I find fee-only advisors who charge by the hour in Hawaii?
In Hawaii, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include Abel Soares of Hui Malama Financial Advisors LLC, Daniel Masuda Lehrman of Masuda Lehrman Wealth and David Bello of BelloAdvisers.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Abel Soares Hui Malama Financial Advisors LLC, Waianae Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Daniel Masuda Lehrman Masuda Lehrman Wealth, Honolulu Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- David Bello BelloAdvisers, Kailua Holds the CFP. Fees on file: percentage of assets.
- Niall Kilcommons C.M. Bidwell & Associates, Honolulu Holds the CFA. Fees on file: percentage of assets.
- 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
- 36
- Firms
- 18
- Cities
- 6
- Hold the CFP
- 31%
- Other credentials: CFA 6% · CPA 3% · ChFC 3%
- How they charge (of 36 with fees on file): percentage of assets 100% · hourly 78% · fixed fees 56% · one-time planning fee 6%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Hourly financial advisors by state
- California (1,823)
- Texas (1,103)
- Florida (852)
- New York (647)
- Pennsylvania (590)
- Massachusetts (559)
- Virginia (501)
- Washington (495)
- Colorado (475)
- Ohio (451)
- Georgia (442)
- Illinois (441)
- North Carolina (435)
- Michigan (377)
- Tennessee (363)
- Maryland (355)
- Oregon (342)
- Arizona (301)
- New Jersey (288)
- Indiana (264)
- Wisconsin (248)
- Minnesota (233)
- Connecticut (230)
- Kansas (217)
- Utah (215)
- Missouri (213)
- South Carolina (184)
- Oklahoma (130)
- Alabama (128)
- Iowa (119)
- Idaho (113)
- New Hampshire (107)
- Louisiana (90)
- Nebraska (89)
- Nevada (87)
- Maine (84)
- Kentucky (83)
- Arkansas (74)
- Vermont (69)
- Delaware (67)
- Mississippi (59)
- Rhode Island (46)
- Montana (41)
- New Mexico (35)
- District of Columbia (30)
- Alaska (29)
- South Dakota (26)
- Wyoming (26)
Questions about hourly financial advisors
How many fee-only advisors who charge by the hour in Hawaii are there?
The Wellspent public graph lists 36 fee-only advisors who charge by the hour in Hawaii, at 18 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who charge by the hour in Hawaii located?
Of the 36 fee-only advisors who charge by the hour in Hawaii, 30 are in Honolulu, followed by 2 in Kailua-Kona and 1 in Waianae.
How do fee-only advisors who charge by the hour in Hawaii charge?
All 36 fee-only advisors who charge by the hour in Hawaii with fees on file charge a percentage of assets. Many use more than one: 78% charge by the hour and 56% charge fixed fees.
How many fee-only advisors who charge by the hour in Hawaii hold the CFP?
31% of the 36 fee-only advisors who charge by the hour 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 by the hour?
We count an advisor as hourly when their listing or their firm's Form ADV says the firm charges by the hour.
What should I ask fee-only advisors who charge by the hour in Hawaii?
What's your hourly rate, and how many hours would my question take? Do you have a minimum number of hours? Will I get a written plan or only a conversation? Do you also offer ongoing work if I want it later?
How current is this list of fee-only advisors who charge by the hour 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 36 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 |
| 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 |
| Christina Brown | Andrews Advisory Associates | Honolulu | CFP | Percentage of assets, Hourly |
| Scott Tonai | Andrews Advisory Associates | Honolulu | CFP | Percentage of assets, Hourly |
| 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 |
| Brett Bidwell | C.M. Bidwell & Associates | Honolulu | CFP | Percentage of assets |
| Max Chun-Van Osdol | C.M. Bidwell & Associates | Honolulu | CFP | Percentage of assets |
| 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 |
| Niall Kilcommons | C.M. Bidwell & Associates | Honolulu | CFA | Percentage of assets |
| Robert Priske | Robert Priske | Honolulu | Not listed | Percentage of assets, Hourly |
| Bradley Totherow | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| 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 |
| Michael D'Addario | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Robyn Macy | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Clinton Bidwell | C.M. Bidwell & Associates | Honolulu | Not listed | Percentage of assets |
| 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 |
| 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 |
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