Toba Financial fees and pricing
Financial planner in Kaneohe, Hawaii. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 12, 2026, Toba Financial charges a flat or project fee of $100-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $100-$5,000
“Fixed fee rates range between $100 to $5,000 and are paid in arrears in equal monthly installments.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Toba Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual advisory fee is paid monthly in arrears based on the value of Client’s account(s) as of the average daily balance of the Client’s account(s).”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
How Toba Financial’s fees compare
- Its flat or project fee of $100-$5,000 is below the Hawaii median of $5,238. 31% of the 13 other Hawaii planners that publish a flat or project fee charge less.
About Toba Financial
“We offer Wealth Management Services and Project-Based Financial Planning Services.”
- Principal: Jason Cutitta
- 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
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 5
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $956,055
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 323181
- Phone
- (808) 388-5577
Other planners in Kaneohe that publish fees
- Akamai Wealth Management, LLCKaneohe$2,000/yr
- MKX CapitalKaneohe$300/hr
- Aloha Wealthcare Management, LLCWahiawa$150-$250/hr, $2,000
- Andrews Advisory Associates, LLCHonolulu$300/hr, $10,000
- Belloadvisers, LLCKailua$150/hr
- CRL AdvisorsHonolulu$300/hr
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.