Hui Malama Financial Advisors LLC fees and pricing

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

$325/hr

“The fee for special projects that do not fall into the scope of a separate category will be based on an hourly rate of $325 per hour.”

Flat or project fee

$1,000⁠-⁠$10,000

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $1,000-$10,000 depending on the complexity and needs of the client, and an ongoing fee that is paid monthly, in advance, at the rate of $100-$5,000, per month, Page 8 of 28 depending on the complexity and needs of the…”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Hui Malama Financial Advisors LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”
• “The fee may be negotiable in certain cases.”

How Hui Malama Financial Advisors LLC’s fees compare

• Its hourly rate of $325 is above the Hawaii median of $300. 73% of the 15 other Hawaii planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Hawaii median of $5,238. 62% of the 13 other Hawaii planners that publish a flat or project fee charge less.

About Hui Malama Financial Advisors LLC

• Principal: Soares III
• Firm size: 6 employees.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• 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

1.1% a year

Employees

6

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

299592

Website

huiadvisors.com (opens in new tab)

Phone

(808) 222-9319

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

Compare all 33 planners in Hawaii