Fee-only financial advisors in Honolulu, Hawaii
Which fee-only financial advisor should I talk to in Honolulu?
Start with a fee-only advisor in Honolulu whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Lesley Brey of LJ Brey, Todd Erskine of Kokua Capital Management and Monica Jennings of Jennings Financial Planning, Inc, chosen for their credentials and fees on file.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Lesley Brey LJ Brey Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
- Todd Erskine Kokua Capital Management Holds the CFP and CFA. Fees on file: percentage of assets.
- Monica Jennings Jennings Financial Planning, Inc Holds the CFP. Fees on file: percentage of assets.
- Ryan Miyashiro Kahala Financial Advisors Holds the CFP. Fees on file: percentage of assets.
- Niall Kilcommons C.M. Bidwell & Associates Holds the CFA. Fees on file: percentage of assets.
- Daniel Masuda Lehrman Masuda Lehrman Wealth Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
By the numbers
- Advisors listed
- 48
- Firms
- 24
- Hold the CFP
- 33%
- Other credentials: CFA 13% · ChFC 4%
- How they charge (of 48 with fees on file): percentage of assets 100% · hourly 48% · fixed fees 48% · one-time planning fee 4%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Honolulu by what you need
Find an advisor in Hawaii by fee, assets, or credential
Questions about fee-only advisors in Honolulu
How many fee-only advisors in Honolulu are there?
The Wellspent public graph lists 48 fee-only advisors in Honolulu, at 24 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Honolulu focus on?
The most common focus among fee-only advisors in Honolulu is retirement planning (19), followed by estate planning (17) and family wealth transfer (17). Advisors can list more than one.
How do fee-only advisors in Honolulu charge?
All 48 fee-only advisors in Honolulu with fees on file charge a percentage of assets. Many use more than one: 48% charge by the hour and 48% charge fixed fees.
How many fee-only advisors in Honolulu hold the CFP?
33% of the 48 fee-only advisors in Honolulu hold the CFP certification, based on the credentials listed on each record.
Does Hawaii tax income on top of federal tax?
Yes. Hawaii has a state income tax, so a financial plan for a Hawaii resident should project it alongside federal tax.
How current is this list of fee-only advisors in Honolulu?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 48 advisors in Honolulu
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Daniel Masuda Lehrman | Masuda Lehrman Wealth | Honolulu | CFP, Certified Student Loan Professional | Percentage of assets, One-time planning fee |
| Monica Jennings | Jennings Financial Planning, Inc | Honolulu | CFP, MBA | Percentage of assets |
| Christina Brown | Andrews Advisory Associates | Honolulu | CFP | Percentage of assets, Hourly |
| Scott Tonai | Andrews Advisory Associates | Honolulu | CFP | Percentage of assets, Hourly |
| Greg Miyashiro | Kahala Financial Advisors | Honolulu | CFP | Percentage of assets |
| J.R. Robinson We do comprehensive financial planning for individuals and families in the mid-market affluent space. | Financial Planning Hawaii | Honolulu | Not listed | One-time planning fee, Percentage of assets |
| Ryan Miyashiro | Kahala Financial Advisors | Honolulu | CFP | Percentage of assets |
| Daniel DeSouza | Not listed | Honolulu | CFA | Percentage of assets |
| Tafiti Uso | Pacific Wealth Partners | Honolulu | CFP | Percentage of assets |
| Brett Bidwell | C.M. Bidwell & Associates | Honolulu | CFP | Percentage of assets |
| Lesley Brey | LJ Brey | Honolulu | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Max Chun-Van Osdol | C.M. Bidwell & Associates | Honolulu | CFP | Percentage of assets |
| Jacob Simons | The Rice Partnership | Honolulu | CFP | Percentage of assets, Fixed fees |
| Jeffery Margolf | Tangent Financial | Honolulu | CFA | Percentage of assets, Hourly |
| Owen Lahr | Andrews Advisory Associates | Honolulu | Not listed | Percentage of assets, Hourly |
| Travis Tsukayama | Andrews Advisory Associates | Honolulu | Not listed | Percentage of assets, Hourly |
| Howard Haber | Apollo Wealth Management | Honolulu | CFP | Percentage of assets, Fixed fees |
| Niall Kilcommons | C.M. Bidwell & Associates | Honolulu | CFA | Percentage of assets |
| Robert Priske | Robert Priske | Honolulu | Not listed | Percentage of assets, Hourly |
| Bonnie Rice | The Rice Partnership | Honolulu | ChFC | Percentage of assets, Fixed fees |
| Bradley Totherow | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Brian Tokuuke | The Rice Partnership | Honolulu | CFA | Percentage of assets, Fixed fees |
| Gabriella Puaa | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Harlan Cadinha | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Harlan Cadinha | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Ji Mi Kim | Pasadena Private Wealth | Honolulu | Not listed | Percentage of assets, Hourly |
| Kaleialoha Cadinha-Pua'A | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Kawika Shoji | Regency Capital Management | Honolulu | Not listed | Percentage of assets |
| Michael D'Addario | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Robyn Macy | Cadinha & Co | Honolulu | Not listed | Percentage of assets, Hourly |
| Clinton Bidwell | C.M. Bidwell & Associates | Honolulu | Not listed | Percentage of assets |
| Cathy Tajiri | The Rice Partnership | Honolulu | Not listed | Percentage of assets, Fixed fees |
| Christian Dursteler | The Rice Partnership | Honolulu | Not listed | Percentage of assets, Fixed fees |
| Orest Saikevych | The Rice Partnership | Honolulu | Not listed | Percentage of assets, Fixed fees |
| Adam Vila | Milestone Wealth Management & Insurance | Honolulu | CFP, ChFC | Percentage of assets, Hourly |
| Joanna Amberger | Continuum Advisory | Honolulu | CFP | Percentage of assets, Hourly |
| Sheldon Shiira | Financial Vision Advisory Services, LLC. | Honolulu | CFP | Percentage of assets, Hourly |
| Todd Erskine | Kokua Capital Management | Honolulu | CFP, CFA | Percentage of assets |
| Andrew Glatzel | Seacap Advisors | Honolulu | Not listed | Percentage of assets |
| 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 |
| 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 |
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