Akamai Wealth Management, LLC fees and pricing
Financial planner in Kaneohe, Hawaii. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 15, 2026, Akamai Wealth Management, LLC charges an annual fee of $2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $2,000/yr
“The Client pays the same $2,000 annual fee.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Akamai Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of each quarter.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “Fees for financial planning are negotiable and may be waived at AWM, LLC’s discretion.”
How Akamai Wealth Management, LLC’s fees compare
- Its annual fee of $2,000 is below the Hawaii median of $5,500. None of the 4 other Hawaii planners that publish an annual fee charge less.
About Akamai Wealth Management, LLC
- Principal: Daniel Turner
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2021 (5 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 12
- Employees
- 1
- Works with
- Individuals and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services
- Assets managed
- $1,986,554
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 322422
- Phone
- (808) 464-5292
Other planners in Kaneohe that publish fees
- MKX CapitalKaneohe$300/hr
- Toba FinancialKaneohe$100-$5,000
- Aloha Wealthcare Management, LLCWahiawa$150-$250/hr, $2,000
- Andrews Advisory Associates, LLCHonolulu$300/hr, $10,000
- Belloadvisers, LLCKailua$150/hr
- CRL AdvisorsHonolulu$300/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.