CRL Advisors fees and pricing
Financial planner in Honolulu, Hawaii. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, CRL Advisors charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Planning fees are generally billed at $300 per hour, invoiced separately, and paid by clients rather than as withdrawal from a managed account.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How CRL Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of CRLALLC's fees within five business days of signing the Investment Advisory Contract.”
- “Fees are billed quarterly in arrears and deducted directly from plan assets unless otherwise arranged.”
How CRL Advisors’ 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.
About CRL Advisors
- Principal: Michael Loff
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2019 (7 years).
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
- 0.72% a year
- Clients
- 8
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $7,121,649
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 300635
- Phone
- (808) 825-5001
Other planners in Honolulu that publish fees
- Andrews Advisory Associates, LLCHonolulu$300/hr, $10,000
- 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.