Hoku Partners LLC fees and pricing
Financial planner in Highlands Ranch, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 19, 2026, Hoku Partners LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“- 2- FINANCIAL PLANNING HPL charges a non-negotiable hourly fee of $250 per hour for financial planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hoku Partners LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on the value of assets managed as of the close of business on the last business day of the billing period.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “Agreement is considered complete upon delivery of the plan.”
How Hoku Partners LLC’s fees compare
- Its hourly rate of $250 is below the Colorado median of $300. 27% of the 231 other Colorado planners that publish an hourly rate charge less.
- None of the 4 other planners in Highlands Ranch that publish an hourly rate charge less.
About Hoku Partners LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $30,731,053
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 337936
- Phone
- (303) 913-5031
Other planners in Highlands Ranch that publish fees
- Kozak & Tripp Private Asset Management, Inc.Highlands Ranch$250/hr, $1,000-$10,000
- Profiscal Wealth LLCHighlands Ranch$250/hr, $995
- Reflective FinancialHighlands Ranch$300/hr, $300-$24,000
- Roots First Wealth ManagementHighlands Ranch$3,000-$5,000
- Rosel Wealth Management, LLCHighlands Ranch$20,000
- Yeti Wealth Management Group, LLCHighlands Ranch$350/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Is something on this page wrong or out of date?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.