Flat fee financial advisors in Hawaii
Flat fee advisors quote one price for a plan or a project. So you know the total before you start.
The median published flat or project fee in Hawaii is $5,238, from 14 firms that filed as flat fee financial advisors and list a price. The middle half charge $2,500-$10,000. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Flat or project fee | $5,238 | $2,500-$10,000 | 14 firms |
Flat fee financial advisors in Hawaii and their published fees
14 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Toba FinancialKaneohe | Not published | $100-$5,000 | Not published |
| Milestone Wealth Management & Insurance, LLCHonolulu | $150/hr | $250-$2,500 | $1,000-$10,000/yr |
| Lifelong Investment Management Services LLCWailuku | $200/hr | $450-$10,000 | Not published |
| Shiraishi Financial Group AdvisorsHonolulu | Not published | $500-$10,000 | $500-$10,000/yr |
| Hui Malama Financial Advisors LLCWaianae | $325/hr | $1,000-$10,000 | Not published |
| The Rice Partnership, LLCHonolulu | Not published | $1,000 | Not published |
| Aloha Wealthcare Management, LLCWahiawa | $150-$250/hr | $2,000 | Not published |
| Island Wealth ManagementHonoluluNo AUM fee | Not published | $2,000-$20,000 | Not published |
| Tangent FinancialHonolulu | Not published | $2,000-$4,000 | Not published |
| Wealthjar Investment Advisory, LLCHonolulu | Not published | $2,500 | $50/mo |
| Masuda Lehrman WealthHonolulu | $300/hr | $4,200-$8,400 | Not published |
| Andrews Advisory Associates, LLCHonolulu | $300/hr | $10,000 | Not published |
| Sea Financial HawaiiHonolulu | $250/hr | $10,000 | Not published |
| Kala CapitalKailua | Not published | $18,000 | $18,000/yr |
No firms match these filters.
Also filed as flat fee financial advisors, without a published price (13)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- CRL Advisors, Honolulu
- Financial Vision Advisory Services, LLC., Honolulu
- Front Street Financial, Lahaina
- Jennings Financial Planning, Inc., Honolulu
- Roberta Lee-Driscoll, Honolulu
- Stakeholder Enterprise, Honolulu
- Acp Investment Management, Kailua-kona
- Apollo Wealth Management, LTD., Honolulu
- CKW Financial Group, LLC, Honolulu
- DFG Investments and Tax LLC, Hilo
- Financial Planning Hawaii, Inc., Honolulu
- Pathfinder Financial Services, LLC, Kailua
- The Retirement Optimization Group, LLC, Honolulu