Financial Vision Advisory Services, LLC. fees and pricing
Financial planner in Honolulu, Hawaii. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Financial Vision Advisory Services, LLC. charges $175 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $175/hr
“Financial planning services are offered on an hourly basis at $175.00 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Vision Advisory Services, LLC. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We feel our fees are very competitively priced, and therefore not negotiable.”
- “Invoices are typically sent out during the first two weeks of the month following the calendar quarter.”
- “The client will incur a pro-rata charge for bona fide advisory services rendered to the date of termination.”
How Financial Vision Advisory Services, LLC.’s fees compare
- Its hourly rate of $175 is below the Hawaii median of $300. 13% of the 15 other Hawaii planners that publish an hourly rate charge less.
- 1 of the 9 other planners in Honolulu that publish an hourly rate charge less.
About Financial Vision Advisory Services, LLC.
“Financial Vision Advisory Services, LLC is a fee-only investment advisory company, providing personalized confidential investment management and financial planning services for individuals, families, and their trusts.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2007 (19 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
- Clients
- 11
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $4,821,796
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 125195
- Phone
- (808) 732-9196
Other planners in Honolulu that publish fees
- Andrews Advisory Associates, LLCHonolulu$300/hr, $10,000
- CRL AdvisorsHonolulu$300/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.