PlannerFees

Kuleana Wealth Advisors fees and pricing

Financial planner in Los Altos, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 27, 2026, Kuleana Wealth Advisors charges $400 an hour, a flat or project fee of $5,000, and a quarterly fee of $2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$400/hr
“Hourly engagements, if available, are at a rate of $400 per hour.”
Flat or project fee
$5,000
“Fees for a financial plan typically start at $5,000.”
Quarterly fee
$2,500/qtr
“The minimum Wealth Advisory Services quarterly fee is $2,500; fees may exceed this stated minimum depending on the complexity and scope of engagement.”

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

How Kuleana Wealth Advisors bills

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

  • “All fees will be agreed upon in writing, in advance, in the Service Agreement.”
  • “Fees for Investment Management Services are payable quarterly in advance, based on the total value of assets, including securities and cash, at the end of the preceding quarter.”
  • “All fees and payment terms will be agreed upon in writing, in advance, in the Service Agreement.”

How Kuleana Wealth Advisors’ fees compare

  • Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
  • 2 of the 2 other planners in Los Altos that publish an hourly rate charge less.
  • Its flat or project fee of $5,000 matches the California median of $5,000. 49% of the 796 other California planners that publish a flat or project fee charge less.
  • 2 of the 4 other planners in Los Altos that publish a flat or project fee charge less.

About Kuleana Wealth Advisors

“Kuleana Wealth Advisors, LLC offers integrated financial planning and investment management services to clients. We apply the financial planning process to help clients make financial decisions that align with their values and long-term goals, and offer periodic reviews to assist them in tracking those goals.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2010 (16 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • 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
Clients
23
Employees
1
Works with
High net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops
Assets managed
$95,566,243
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
154028
Phone
(650) 917-9333

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