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
- Phone
- (808) 521-4015
Can advise clients in 2 states: California, Hawaii
Other planners in Honolulu that publish fees
- CRL AdvisorsHonolulu$300/hr
- Financial Vision Advisory Services, LLC.Honolulu$175/hr
- Island Wealth ManagementHonolulu$2,000-$20,000
- Jennings Financial Planning, Inc.Honolulu$350/hr, $9,350-$29,000/yr
- Masuda Lehrman WealthHonolulu$300/hr, $4,200-$8,400
- Milestone Wealth Management & Insurance, LLCHonolulu$150/hr, $250-$2,500
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.