Masuda Lehrman Wealth 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 44 individual clients.
- Its average account is about $240,000 (assets it manages divided by its 118 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Facts
| Based in | Honolulu, Hawaii |
|---|---|
| Website | masudalehrman.com |
| [email protected] | |
| Phone | (808) 217-3982 |
Questions about Masuda Lehrman Wealth
How much does Masuda Lehrman Wealth charge?
Masuda Lehrman Wealth publishes these prices: one-time plan: from $4,200; asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Masuda Lehrman Wealth paid?
Masuda Lehrman Wealth's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Masuda Lehrman Wealth have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Masuda Lehrman Wealth.
What is the average account at Masuda Lehrman Wealth?
Masuda Lehrman Wealth's average account is about $240,000. That's the assets on its Form ADV divided by its 118 accounts.
What does Masuda Lehrman Wealth specialize in?
Masuda Lehrman Wealth's advisors and website list retirement planning, tax planning and estate & legacy planning.
Is Masuda Lehrman Wealth accepting new clients?
Yes, according to Masuda Lehrman Wealth's website, checked October 28, 2026.
Does Masuda Lehrman Wealth work with clients virtually?
Yes. Masuda Lehrman Wealth's website says it works with clients virtually.
Masuda Lehrman Wealth fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $4,200 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"$4,200 – $8,400" source
"1.00% Under $1,000,000" source
"Have roughly $850,000 or more in investments for me to manage" source
"$4,200 – $8,400" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $28 million |
| Individual clients | 44 |
| Accounts managed | 118 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | September 14, 2026 |
| SEC record | CRD 329201 |