Lifelong Investment Management Services LLC fees and pricing

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

$200/hr

“The rate is $200 per hour.”

Flat or project fee

$450⁠-⁠$10,000

“The range of a personal financial plan depends on the complexity and needs and range from $450 to $10,000.”

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

How Lifelong Investment Management Services LLC bills

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

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of each quarter.”
• “The fees must be paid within 10 days following the conclusion of the calendar month which the account is being billed for.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”

How Lifelong Investment Management Services LLC’s fees compare

• Its hourly rate of $200 is below the Hawaii median of $300. 20% of the 15 other Hawaii planners that publish an hourly rate charge less.
• Its flat or project fee of $450-$10,000 spans the Hawaii median of $5,238. 46% of the 13 other Hawaii planners that publish a flat or project fee charge less.

About Lifelong Investment Management Services LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2011 (15 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% a year

Clients

14

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$3,277,396

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

158324

Website

alaskawelath.net (opens in new tab)

Phone

(907) 258-2888

Can advise clients in 2 states: Alaska, Hawaii

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