Firm
LJ Brey
Honolulu, Hawaii
Fee-only
LJ Brey 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 61 individual clients, 37 of them high net worth.
- Its average account is about $457,000 (assets it manages divided by its 257 accounts).
Facts
| Based in | Honolulu, Hawaii |
|---|---|
| Website | ljbreyinc.com |
| [email protected] | |
| Phone | (808) 526-2644 |
LJ Brey 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 | $2,000,000 |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"1.00% on first $500,000" source
"0.50% on amounts over $1,000,000" source
"1.00% on first $500,000" source
"Account Minimum $2,000,000." 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 · Fixed fees |
|---|---|
| Assets managed | $117 million |
| Individual clients | 24 |
| High-net-worth clients | 37 |
| Accounts managed | 257 |
| Employees | 1 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-134762) |
| Financial planning | Offered |
| Form ADV filed | March 4, 2026 |
| SEC record | CRD 113996 |