Wealthjar Investment Advisory, LLC fees and pricing

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

$2,500

“We may offer projects for an initial fee of $2,500 or more depending on the scope and complexity of the financial planning services provided, plus a monthly subscription fee of $50 per month for ongoing planning services.”

Monthly fee

$50/mo

From the same sentence as above.

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

How Wealthjar Investment Advisory, 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.”
• “Wealthjar fees are paid quarterly in advance.”

How Wealthjar Investment Advisory, LLC’s fees compare

• Its flat or project fee of $2,500 is below the Hawaii median of $5,238. 23% of the 13 other Hawaii planners that publish a flat or project fee charge less.
• 2 of the 8 other planners in Honolulu that publish a flat or project fee charge less.

About Wealthjar Investment Advisory, LLC

• Firm size: 11 employees.
• Credentials named in the brochure: ChFC®.
• Registered as an adviser: 2017 (9 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

Highest asset based fee in brochure

1% a year

Clients

46

Employees

11

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services

Assets managed

$6,433,752

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

288484

Website

mywealthjar.com (opens in new tab)

Phone

(808) 585-7788

Can advise clients in 3 states: California, Hawaii, Texas

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