Firm
Alohana Financial
Durham, North Carolina
Fee-only
Alohana Financial at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its ongoing planning fee starts at $5,000 a year, above the North Carolina median of $4,500.
- Its website says it's taking new clients.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Durham, North Carolina |
|---|---|
| Website | alohanafinancial.com |
| [email protected] | |
| Phone | (919) 225-1625 |
Alohana Financial fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $5,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Individuals $5,000" source
"$0 – $1,000,000 1.00%" source
"There are no account minimums ." source
"Individuals $5,000" source
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 |
|---|---|
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | January 21, 2026 |
| SEC record | CRD 339433 |