Island Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 7, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000⁠-⁠$20,000

“Project based flat fees typically range from $2,000 to $20,000.”

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

How Island Wealth Management bills

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

• “Clients will receive a pro-rata refund of unearned fees based on the time and effort expended by our firm.”

How Island Wealth Management’s fees compare

• Its flat or project fee of $2,000-$20,000 spans the Hawaii median of $5,238. 92% of the 13 other Hawaii planners that publish a flat or project fee charge less.
• 8 of the 8 other planners in Honolulu that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Island Wealth Management

• Firm size: 3 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Employees

3

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

307346

Website

instagram.com/island.wealth (opens in new tab)

Phone

(808) 525-7200

Other planners in Honolulu that publish fees

• Andrews Advisory Associates, LLCHonolulu$300/hr, $10,000
• CRL AdvisorsHonolulu$300/hr
• Financial Vision Advisory Services, LLC.Honolulu$175/hr
• 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

Compare all 20 planners in Honolulu