Shiraishi Financial Group Advisors fees and pricing
Financial planner in Honolulu, Hawaii. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 6, 2026, Shiraishi Financial Group Advisors charges a flat or project fee of $500-$10,000 and an annual fee of $500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$10,000
“SFGA charges a fixed fee ranging from $500 to $10,000 for its financial planning services.”
- Annual fee
- $500-$10,000/yr
“SFGA provides financial consultation services to clients for a fixed annual fee that ranges from $500 to $10,000 per year, depending on the complexity of the client’s situation and nature of the client’s needs.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Shiraishi Financial Group Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are due in advance upon execution of the Client Services Agreement.”
- “Advisor will refund promptly any unearned, prepaid fees upon the client’s written request.”
- “The annual fee is billed quarterly in advance with the initial payment of one-quarter of the annual fee payable at the time the contract with SFGA is entered into.”
How Shiraishi Financial Group Advisors’ fees compare
- Its flat or project fee of $500-$10,000 spans the Hawaii median of $5,238. 54% of the 13 other Hawaii planners that publish a flat or project fee charge less.
- 4 of the 8 other planners in Honolulu that publish a flat or project fee charge less.
- Its annual fee of $500-$10,000 spans the Hawaii median of $5,500. 25% of the 4 other Hawaii planners that publish an annual fee charge less.
- None of the 2 other planners in Honolulu that publish an annual fee charge less.
About Shiraishi Financial Group Advisors
- Firm size: 5 employees.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 458
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $110,064,758
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 168645
- Phone
- (808) 951-7185
Can advise clients in 7 states: California, Hawaii, Illinois, Louisiana, Oregon, Texas, Washington
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
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.