Firm
Aloha Wealthcare Management
Wahiawa, Hawaii
Fee-only
Aloha Wealthcare Management at a glance
- One of 30 fee-only firms based in Hawaii in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 35 individual clients, 5 of them high net worth.
- Its average account is about $507,000 (assets it manages divided by its 35 accounts).
Facts
| Based in | Wahiawa, Hawaii |
|---|---|
| Phone | (808) 351-1196 |
Aloha Wealthcare Management fees
Aloha Wealthcare 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 · Fixed fees |
|---|---|
| Assets managed | $18 million |
| Individual clients | 30 |
| High-net-worth clients | 5 |
| Accounts managed | 35 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | February 20, 2026 |
| SEC record | CRD 137769 |