Tangent Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 7, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000⁠-⁠$4,000

“Broad-Based Planning Broad-based planning engagements typically involve several detailed planning components, and a fixed (project-based) fee range of $2,000 to $4,000 is assessed.”

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

How Tangent Financial bills

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

• “Our published fees are negotiable, and we may waive or discount our fees for our associates, their family members, and pre-existing relationships.”
• “Fees are to be paid to our firm by check or draft drawn on a US-based financial institution.”
• “Fees may be paid by check or via a third-party intermediary.”

How Tangent Financial’s fees compare

• Its flat or project fee of $2,000-$4,000 is below the Hawaii median of $5,238. 38% of the 13 other Hawaii planners that publish a flat or project fee charge less.
• 3 of the 8 other planners in Honolulu that publish a flat or project fee charge less.

About Tangent Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Founded: 2019 (7 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, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

5

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$517,809

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

311127

Website

tangentfin.co (opens in new tab)

Phone

(970) 581-7788

Can advise clients in 1 state: Colorado

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