Roberta Lee-Driscoll fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 22, 2022. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350⁠-⁠$750/hr

“Roberta Lee-Driscoll’s hourly fees start at $350 per hour and may go as high as $750 per hour.”

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

How Roberta Lee-Driscoll’s fees compare

• Its hourly rate of $350-$750 is above the Hawaii median of $300. 100% of the 15 other Hawaii planners that publish an hourly rate charge less.
• 9 of the 9 other planners in Honolulu that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Roberta Lee-Driscoll

• Principal: Roberta LeeDriscoll
• Firm size: 2 employees.
• Registered as an adviser: 1990 (36 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

2

Services reported to regulators

Financial planning, selecting other advisers, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

117263

Phone

(808) 524-6823

Other planners in Honolulu that publish fees

• Andrews Advisory Associates, LLCHonolulu$300/hr, $10,000
• CRL AdvisorsHonolulu$300/hr
• Financial Vision Advisory Services, LLC.Honolulu$175/hr
• Island Wealth ManagementHonolulu$2,000⁠-⁠$20,000
• Jennings Financial Planning, Inc.Honolulu$350/hr, $9,350⁠-⁠$29,000/yr
• Masuda Lehrman WealthHonolulu$300/hr, $4,200⁠-⁠$8,400

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