Firm
Pacific Wealth Partners
Honolulu, Hawaii
Fee-only
Pacific Wealth Partners 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 8 individual clients, 5 of them high net worth.
- Its average account is about $910,000 (assets it manages divided by its 24 accounts).
Facts
| Based in | Honolulu, Hawaii |
|---|---|
| Website | pacwealthpartners.com |
| Phone | (808) 349-9512 |
Pacific Wealth Partners fees
Pacific Wealth Partners 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 |
|---|---|
| Assets managed | $22 million |
| Individual clients | 3 |
| High-net-worth clients | 5 |
| Accounts managed | 24 |
| Employees | 1 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-122027) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 315291 |