Firm
ACP Investment Management
Kailua-Kona, Hawaii
Fee-only
ACP Investment Management at a glance
- One of 30 fee-only firms based in Hawaii in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 4 employees and 152 individual clients, 42 of them high net worth.
- Its average account is about $284,000 (assets it manages divided by its 465 accounts).
Facts
| Based in | Kailua-Kona, Hawaii |
|---|---|
| Phone | (808) 657-6511 |
ACP Investment Management fees
ACP Investment Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $132 million |
| Individual clients | 110 |
| High-net-worth clients | 42 |
| Accounts managed | 465 |
| Employees | 4 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-134461) |
| Financial planning | Offered |
| Form ADV filed | April 28, 2026 |
| SEC record | CRD 338484 |