Alohana Financial, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“Our hourly rate is $500.”

Flat or project fee

$1,500

“Ongoing Financial Planning Alohana collects an initial fee, no greater than $1,500.”

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

How Alohana Financial, LLC bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Alohana Financial, LLC’s fees compare

• Its hourly rate of $500 is above the North Carolina median of $300. 86% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 8 of the 11 other planners in Durham that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the North Carolina median of $4,800. 15% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 3 of the 10 other planners in Durham that publish a flat or project fee charge less.

About Alohana Financial, LLC

• Principal: Ohan Kayikchyan
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339433

Website

alohanafinancial.com (opens in new tab)

Phone

(919) 225-1625

Other planners in Durham that publish fees

• Brooks Financial of North Carolina, LLCDurham$125/hr
• Capital Solutions Advisors, LLCDurham$200/hr, $500⁠-⁠$20,000
• Center Peak FinancialDurham$500/hr, $2,000⁠-⁠$25,000
• Diversified Investment Services LLCDurham$50⁠-⁠$250
• Fryar FinancialDurham$150/hr
• Integrated Wealthcare, LLCDurham$525/hr, $15,000

Compare all 22 planners in Durham