Firm
Pathfinder Financial Services
Kailua, Hawaii
Fee-only
Pathfinder Financial Services at a glance
- One of 30 fee-only firms based in Hawaii in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 38 individual clients, 29 of them high net worth.
- Its average account is about $660,000 (assets it manages divided by its 136 accounts).
Facts
| Based in | Kailua, Hawaii |
|---|---|
| Website | pathfinderfs.com |
| Phone | (808) 728-4396 |
Pathfinder Financial Services fees
Pathfinder Financial 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 · Fixed fees |
|---|---|
| Assets managed | $90 million |
| Individual clients | 9 |
| High-net-worth clients | 29 |
| Accounts managed | 136 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 129391 |