Kala Capital fees and pricing

Published fees

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

Flat or project fee

$18,000

“Flat fees will not exceed $18,000 in any given year unless additional services are requested that impact the scope, complexity, and time needed for the project.”

Annual fee

$18,000/yr

“The maximum initial fee will not exceed $18,000 and the maximum annual fee to be charged will not exceed $18,000.”

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

How Kala Capital bills

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

• “Annualized fees are billed on a prorata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
• “Our firm bills on cash unless otherwise indicated in writing.”
• “Our Retirement Plan Consulting services are billed a fee based on the percentage of Plan assets under management.”

How Kala Capital’s fees compare

• Its flat or project fee of $18,000 is above the Hawaii median of $5,238. 100% of the 13 other Hawaii planners that publish a flat or project fee charge less.
• Its annual fee of $18,000 is above the Hawaii median of $5,500. 75% of the 4 other Hawaii planners that publish an annual fee charge less.

About Kala Capital

• Principal: Ethan Ho
• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Charitable giving

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

0.8% a year

Clients

76

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$24,750,288

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

312316

Website

instagram.com/kalacapital (opens in new tab)

Phone

(808) 769-6886

Other planners in Kailua that publish fees

• Belloadvisers, LLCKailua$150/hr
• Akamai Wealth Management, LLCKaneohe$2,000/yr
• Aloha Wealthcare Management, LLCWahiawa$150⁠-⁠$250/hr, $2,000
• Andrews Advisory Associates, LLCHonolulu$300/hr, $10,000
• CRL AdvisorsHonolulu$300/hr
• Financial Vision Advisory Services, LLC.Honolulu$175/hr

Compare all 33 planners in Hawaii