Firm
Robert Priske
Honolulu, Hawaii
Fee-only
Robert Priske 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 2 employees and 144 individual clients, 82 of them high net worth.
- Its average account is about $454,000 (assets it manages divided by its 484 accounts).
Facts
| Based in | Honolulu, Hawaii |
|---|---|
| Website | robertpriske.com |
Robert Priske fees
Robert Priske 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 |
|---|---|
| Assets managed | $220 million |
| Individual clients | 62 |
| High-net-worth clients | 82 |
| Accounts managed | 484 |
| Employees | 2 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-56373) |
| Financial planning | Offered |
| Form ADV filed | March 6, 2026 |
| SEC record | CRD 108072 |