Firm
Tangent Financial
Honolulu, Hawaii
Fee-only
Tangent Financial at a glance
- One of 30 fee-only firms based in Hawaii in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 5 individual clients.
- Its average account is about $104,000 (assets it manages divided by its 5 accounts).
Facts
| Based in | Honolulu, Hawaii |
|---|---|
| Website | tangentfin.co |
| Phone | (970) 581-7788 |
Tangent Financial fees
Tangent Financial 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 · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 5 |
| Accounts managed | 5 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | May 7, 2026 |
| SEC record | CRD 311127 |