Firm
Fort Street Asset Management
Honolulu, Hawaii
Fee-only
Fort Street Asset 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 2 employees and 28 individual clients, 12 of them high net worth.
- Its average account is about $3.3 million (assets it manages divided by its 60 accounts).
Facts
| Based in | Honolulu, Hawaii |
|---|---|
| Website | fortstreetam.com |
| Phone | (808) 265-1000 |
Fort Street Asset Management fees
Fort Street Asset 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 · Performance-based fees |
|---|---|
| Assets managed | $195 million |
| Individual clients | 16 |
| High-net-worth clients | 12 |
| Accounts managed | 60 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-129378) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 305446 |