W Wellspent Public advisor graph
Get matched
Wellspent public graph/Locations/United States/Hawaii
United States

Fee-only advisors in Hawaii

Fee-only advisors in Honolulu, Kailua and Kailua-Kona, plus 7 other cities.

By the numbers

The Wellspent public graph lists 61 fee-only financial advisors serving Hawaii at 34 firms, most in Honolulu, Kailua and Kailua-Kona. 36% hold the CFP certification. Of the 61 with fees on file, 98% charge percentage of assets.

Advisors listed
61
Firms
34
Cities
11
Hold the CFP
36%
  • Other credentials: CFA 10% · CPA 2% · EA 2%
  • How they charge (of 61 with fees on file): percentage of assets 98% · fixed fees 56% · hourly 46% · one-time planning fee 3%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving Hawaii (61)

Fee-only advisors serving Hawaii: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Carl Choy CKW Financial Group Honolulu Not listed Percentage of assets, Fixed fees
Clinton Dodson Fort Street Asset Management Honolulu Not listed Percentage of assets, Performance-based fees
Eric Lee Lifelong Investment Management Services Wailuku Not listed Percentage of assets, Hourly
Frank Yi Twin Lakes Capital Honolulu Not listed Percentage of assets
George Hart Wealth Alignment Partners Honolulu Not listed Percentage of assets, Hourly
George Hart Wealth Alignment Partners Honolulu Not listed Percentage of assets, Hourly
Itaat Husain Financial Planning Hawaii Honolulu Not listed Percentage of assets, Hourly
John Robinson Financial Planning Hawaii Honolulu Not listed Percentage of assets, Hourly
Laurey Shibuya Financial Planning Hawaii Honolulu Not listed Percentage of assets, Hourly
Sawyer Patrick Financial Planning Hawaii Honolulu Not listed Percentage of assets, Hourly
Steven Nakao Aloha Wealthcare Management Wahiawa Not listed Percentage of assets, Fixed fees

Firms headquartered in Hawaii (30)