Mahalo Advisory 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

$350/hr

“Services are offered based on an hourly fee of $350 per hour.”

Flat or project fee

$2,500

“Services are offered based on a negotiable fixed fee with a maximum fee of $2,500 based on complexity and unique Client needs.”

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

How Mahalo Advisory Services, LLC bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of each quarter.”
• “Clients may terminate their account within five business days of signing the Investment Advisory Agreement for a full refund.”
• “Client may cancel within five business days of signing the agreement for a full refund with no obligation.”

How Mahalo Advisory Services, LLC’s fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 4 of the 6 other planners in Huntington Beach that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the California median of $5,000. 23% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 4 other planners in Huntington Beach that publish a flat or project fee charge less.

About Mahalo Advisory Services, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2007 (19 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

2% a year

Clients

32

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$3,090,231

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

144793

Website

mahalowealth.com (opens in new tab)

Phone

(714) 465-3167

Other planners in Huntington Beach that publish fees

• Bluepoint Wealth AdvisorsHuntington Beach$4,000⁠-⁠$20,000, $7,500/yr
• Capital Resources and Insurance, IncHuntington Beach$500/hr
• Core Capital Management, LLCHuntington Beach$400/hr, $5,000⁠-⁠$10,000
• Gregory Advisors Inc.Huntington Beach$100⁠-⁠$250/hr
• Greystone Wealth Management LLCHuntington Beach$500⁠-⁠$5,000
• Spahr Financial Group, LLCHuntington Beach$300/hr

Compare all 14 planners in Huntington Beach