Firm
CKW Financial Group
Honolulu, Hawaii
Fee-only
CKW Financial Group 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 7 employees and 544 individual clients, 295 of them high net worth.
- Its average account is about $1.6 million (assets it manages divided by its 1,600 accounts).
Facts
| Based in | Honolulu, Hawaii |
|---|---|
| Website | ckwhawaii.com |
| [email protected] | |
| Phone | (808) 629-7600 |
CKW Financial Group fees
CKW Financial Group 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 | $2.5 billion |
| Individual clients | 249 |
| High-net-worth clients | 295 |
| Accounts managed | 1,600 |
| Employees | 7 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-70788) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 152116 |