Firm
Front Street Financial
Lahaina, Hawaii
Fee-only
Front Street Financial at a glance
- One of 30 fee-only firms based in Hawaii in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 20 individual clients, 6 of them high net worth.
- Its average account is about $288,000 (assets it manages divided by its 75 accounts).
Facts
| Based in | Lahaina, Hawaii |
|---|---|
| Website | fsfmaui.com |
| Phone | (531) 524-0271 |
Front Street Financial fees
Front Street Financial 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 | $22 million |
| Individual clients | 14 |
| High-net-worth clients | 6 |
| Accounts managed | 75 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | April 2, 2026 |
| SEC record | CRD 314908 |