Firm
Kahala Financial Advisors
Honolulu, Hawaii
Fee-only
Kahala Financial Advisors at a glance
- One of 30 fee-only firms based in Hawaii in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 162 individual clients.
- Its average account is about $482,000 (assets it manages divided by its 422 accounts).
Facts
| Based in | Honolulu, Hawaii |
|---|---|
| Website | kahalafinancialadvisors.com |
| Phone | (808) 734-7665 |
Kahala Financial Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets |
In the firm's words
"1.00% on the first $500,000" source
"0.50% on amounts over $1,000,000" source
"1.00% on the first $500,000" source
"Our minimum new account size is $1,000,000." 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 |
|---|---|
| Assets managed | $203 million |
| Individual clients | 162 |
| Accounts managed | 422 |
| Employees | 2 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-110741) |
| Financial planning | Offered |
| Form ADV filed | March 20, 2026 |
| SEC record | CRD 108564 |