The Rice Partnership, LLC fees and pricing
Financial planner in Honolulu, Hawaii. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 28, 2026, The Rice Partnership, LLC charges a flat or project fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,000
“Estate Planning Individual estate planning projects are prepared and provided to clients at a fee of $1,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Rice Partnership, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Notwithstanding the above, fees are generally negotiable.”
- “The invoice we submit shows the amount of fees, the value of your assets on which the fees are based, and the specific manner in which the fees are calculated.”
- “The Rice Partnership, LLC fees are paid quarterly in advance.”
How The Rice Partnership, LLC’s fees compare
- Its flat or project fee of $1,000 is below the Hawaii median of $5,238. None of the 13 other Hawaii planners that publish a flat or project fee charge less.
- None of the 8 other planners in Honolulu that publish a flat or project fee charge less.
About The Rice Partnership, LLC
- Firm size: 11 employees.
- Credentials named in the brochure: ChFC®.
- Registered as an adviser: 2005 (21 years).
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
- 411
- Employees
- 11
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and other services
- Assets managed
- $985,498,298
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 135701
- Phone
- (808) 585-7788
Can advise clients in 5 states: California, Hawaii, 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.