Hanai Financial fees and pricing
Financial planner in Portsmouth, New Hampshire. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 28, 2026, Hanai Financial charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“We charge an hourly fee of $300 for Financial Planning services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hanai Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual advisory fee is paid quarterly in advance based on the average daily balance of the Client’s account(s).”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “Fees are due in advance of the services.”
How Hanai Financial’s fees compare
- Its hourly rate of $300 is above the New Hampshire median of $275. 54% of the 52 other New Hampshire planners that publish an hourly rate charge less.
- 5 of the 9 other planners in Portsmouth that publish an hourly rate charge less.
About Hanai Financial
- Principal: Rhonda Bowden
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Cash flow and budgeting
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
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 328289
- Phone
- (603) 686-9554
Other planners in Portsmouth that publish fees
- Arca Wealth, LLCPortsmouth$200-$300/hr
- Capital Design Private Wealth LLCPortsmouth$175/mo, $900-$5,000/yr
- Divergence Wealth Management LLCPortsmouth$200/hr, $2,500-$15,000/yr
- Golden Financial ServicesPortsmouth$150-$250/hr
- Gulfstream Financial Group LLCPortsmouth$450-$5,000
- Modern Financial WellnessPortsmouth$350/hr, $2,500-$10,000
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.