Firm
Lifelong Investment Management Services
Wailuku, Hawaii
Fee-only
Lifelong Investment Management Services 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 1 employee and 14 individual clients.
- Its average account is about $126,000 (assets it manages divided by its 26 accounts).
Facts
| Based in | Wailuku, Hawaii |
|---|---|
| Website | alaskawelath.net |
| Phone | (907) 258-2888 |
Lifelong Investment Management Services fees
Lifelong Investment Management Services 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $3 million |
| Individual clients | 14 |
| Accounts managed | 26 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 158324 |