Molokai Investments fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“For hourly engagements, we charge a rate of $250 per hour, billed monthly in arrears.”

Flat or project fee

$2,500

“Alternatively, we may offer a monthly subscription fee typically ranging from $250 to $500 per month, or a flat fee for a comprehensive project starting at $2,500.”

Monthly fee

$250⁠-⁠$500/mo

From the same sentence as above.

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

How Molokai Investments bills

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

• “Fees are tailored to each client's unique needs and are negotiable at the Firm’s discretion based on factors such as the complexity of the client’s situation and the scope of the engagement.”
• “These fees are negotiable based on the scope of the plan and the client's financial complexity.”
• “These fees are tailored to the individual client and are negotiable based on the expected complexity and time commitment required.”

How Molokai Investments’ fees compare

• Its hourly rate of $250 is below the North Carolina median of $300. 22% of the 177 other North Carolina planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the North Carolina median of $4,800. 26% of the 172 other North Carolina planners that publish a flat or project fee charge less.

About Molokai Investments

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, security ratings or pricing, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

334042

Phone

(919) 495-4027

Other planners in Wake Forest that publish fees

• Lucid Wealth Planning LLCWake Forest$250/hr, $1,500
• Wakefield Financial Planning, LLCWake Forest$200⁠-⁠$300/mo
• 1Up Financial Advisors LLCCary$250/hr, Up to $2,500
• 30-40 Wealth PartnersCornelius$5,000⁠-⁠$60,000, $12,500/yr
• 360 Aviation Advisors, LLCConcord$250/hr, $1,500/qtr
• A4 Wealth Advisors LLCHuntersville$350/hr, $500⁠-⁠$5,000

Compare all 3 planners in Wake Forest