Andrews Advisory Associates, LLC fees and pricing

Financial planner in Honolulu, Hawaii. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 19, 2026, Andrews Advisory Associates, LLC charges $300 an hour and a flat or project fee of $10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“If needed, our Hourly Financial Planning service will be quoted in advance based on an hourly rate of $300 for Investment Adviser Representatives and $100 for Client Service Specialists.”
Flat or project fee
$10,000
“However, flat fees will not exceed $10,000 for Financial Planning Services.”

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

How Andrews Advisory Associates, LLC bills

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

  • “The one-time fee for Financial Planning Services is charged as a comprehensive financial plan with a flat fee determined in advance by the Advisor and the client.”
  • “Fees are stated annually below and are billed quarterly in arrears based on the assets under management (AUM) of the last business day of the previous quarter, with adjustments for the actual time the assets were invested.”
  • “They may specify an account or accounts from which to deduct the fees, or have the fees deducted pro-rata from all accounts.”

How Andrews Advisory Associates, LLC’s fees compare

  • Its hourly rate of $300 matches the Hawaii median of $300. 47% of the 15 other Hawaii planners that publish an hourly rate charge less.
  • 4 of the 9 other planners in Honolulu that publish an hourly rate charge less.
  • Its flat or project fee of $10,000 is above the Hawaii median of $5,238. 77% of the 13 other Hawaii planners that publish a flat or project fee charge less.
  • 6 of the 8 other planners in Honolulu that publish a flat or project fee charge less.

About Andrews Advisory Associates, LLC

  • Firm size: 4 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2006 (20 years).

Planning areas mentioned in the brochure

  • Estate planning

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
Minimum
No minimum stated in brochure
Clients
245
Employees
4
Works with
Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$268,633,269
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
118957
Website
facebook.com/andrews-advisory-associates-llc-1456104377975355 (opens in new tab)
Phone
(808) 521-4015

Can advise clients in 2 states: California, Hawaii

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