Front Street Financial fees and pricing
Financial planner in Lahaina, Hawaii. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 2, 2026, Front Street Financial charges $375 an hour and a monthly fee of $400-$1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $375/hr
“We offer financial planning services at the rate of $375 per hour.”
- Monthly fee
- $400-$1,000/mo
“Fees are paid monthly in advance, ranging from $400 to $1,000 per month, depending on complexity, estimated time, research, and resources required to provide services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Front Street Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fees are negotiable, prorated, and paid in arrears on a quarterly basis, and are based on the average daily balance over the previous quarter.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
- “An account may be terminated with written notice at least 15 calendar days in advance.”
How Front Street Financial’s fees compare
- Its hourly rate of $375 is above the Hawaii median of $300. 87% of the 15 other Hawaii planners that publish an hourly rate charge less.
About Front Street Financial
“We offer Financial Planning Services and Investment Management Services, both on a limited scope and ongoing basis.”
- Principal: Jennifer Macedo
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 20
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $21,601,286
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 314908
- Phone
- (808) 378-7808
Other planners in Hawaii that publish fees
- Akamai Wealth Management, LLCKaneohe$2,000/yr
- Aloha Wealthcare Management, LLCWahiawa$150-$250/hr, $2,000
- Andrews Advisory Associates, LLCHonolulu$300/hr, $10,000
- Belloadvisers, LLCKailua$150/hr
- CRL AdvisorsHonolulu$300/hr
- Financial Vision Advisory Services, LLC.Honolulu$175/hr
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.