PlannerFees

Aloha Wealthcare Management, LLC fees and pricing

Financial planner in Wahiawa, Hawaii. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 20, 2026, Aloha Wealthcare Management, LLC charges $150⁠-⁠$250 an hour and a flat or project fee of $2,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150⁠-⁠$250/hr
“Our hourly rates vary between $150.00 and $250.00.”
Flat or project fee
$2,000
“For a Comprehensive Planning Service, the fee is $2,000.00.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Aloha Wealthcare Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “The fees are applied to the account asset value on a pro-rated basis, billed quarterly in advance or arrears as determined by the client.”
  • “You may also pay fees upon receipt of an invoice.”
  • “The invoice is due and payable within 30 days.”

How Aloha Wealthcare Management, LLC’s fees compare

  • Its hourly rate of $150-$250 is below the Hawaii median of $300. 20% of the 15 other Hawaii planners that publish an hourly rate charge less.
  • Its flat or project fee of $2,000 is below the Hawaii median of $5,238. 15% of the 13 other Hawaii planners that publish a flat or project fee charge less.

About Aloha Wealthcare Management, LLC

“We may offer an initial complimentary meeting; however, investment advisory services and financial planning services are initiated only after you and Aloha Wealthcare execute an engagement letter or client agreement.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2005 (21 years).

Planning areas mentioned in the brochure

  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Clients
35
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$17,729,756
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
137769
Phone
(808) 351-1196

Other planners in Hawaii that publish fees

Compare all 33 planners in Hawaii

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.