PlannerFees

Masuda Lehrman Wealth fees and pricing

Financial planner in Honolulu, Hawaii. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 14, 2026, Masuda Lehrman Wealth charges $300 an hour and a flat or project fee of $4,200⁠-⁠$8,400 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“On a case-by-case basis, we offer Hourly Financial Planning Services at a rate of $300 per hour.”
Flat or project fee
$4,200⁠-⁠$8,400
“Therefore, some clients could pay different fees than the fee schedule shown below. 90-Day Retirement Roadmap For our 90-Day Retirement Roadmap, MLW charges a flat fee, typically ranging between $4,200 to $8,400, based the complexity of the client’s financial situation.”

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

How Masuda Lehrman Wealth bills

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

  • “Fees could be negotiable based on factors such as the complexity of your financial situation or total assets under management.”
  • “Half of the fee is due upon signing of the agreement, with the remaining fee billed in three monthly installments in arrears.”
  • “Our fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Masuda Lehrman Wealth’s fees compare

  • Its hourly rate of $300 matches the Hawaii median of $300. 47% of the 15 other Hawaii planners that publish an hourly rate charge less.
  • 4 of the 9 other planners in Honolulu that publish an hourly rate charge less.
  • Its flat or project fee of $4,200-$8,400 spans the Hawaii median of $5,238. 69% of the 13 other Hawaii planners that publish a flat or project fee charge less.
  • 5 of the 8 other planners in Honolulu that publish a flat or project fee charge less.

About Masuda Lehrman Wealth

“We generally offer our services as a two-stage relationship focused on financial planning to help you achieve your retirement objectives and other future 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®.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Founded: 2023 (3 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Business owners
  • 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
2% a year
Minimum
$500,000 in assets (stated in brochure)
Clients
44
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
$28,370,330
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
329201
Website
masudalehrman.com (opens in new tab)
Phone
(808) 217-3982

Other planners in Honolulu that publish fees

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