Stakeholder Enterprise fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$249/hr

“​ Typically continues for 12 to 18 months in total Hourly Rate for Extraordinary Services: $249 per hour.”

Monthly fee

$999/mo

“​ Semimonthly meetings during the three-month period Metamorphoses Partnership: $999 per month, ongoing until graduation.”

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

How Stakeholder Enterprise bills

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

• “Payment Terms For the Regenerative Capital Partnership, we accept payment via credit card or PayPal only.”
• “Clients’ credit card information is not kept on file by Stakeholder Enterprise but by a third-party payment processor.”
• “Fees are paid up front and are non-negotiable.”

How Stakeholder Enterprise’s fees compare

• Its hourly rate of $249 is below the Hawaii median of $300. 33% of the 15 other Hawaii planners that publish an hourly rate charge less.
• 2 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 Stakeholder Enterprise

• Principal: Compliance Officer
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 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

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

317736

Website

stakeholderenterprise.com (opens in new tab)

Phone

(808) 427-5711

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

Compare all 20 planners in Honolulu