CKW FINANCIAL GROUP, LLC
Honolulu, HI
AUM
$2.53B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
808-629-7600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in HI
25 advisers found
CADINHA & CO LLC
Honolulu, HI
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
808-523-9488
THE RICE PARTNERSHIP, LLC
Honolulu, HI
AUM
$985.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
808-585-7788
FINANCIAL PLANNING HAWAII, INC.
Honolulu, HI
AUM
$382.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
808-564-0654
REGENCY CAPITAL MANAGEMENT INC.
Honolulu, HI
AUM
$364.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
808-451-3193
YIM INVESTMENT MANAGEMENT, LLC
Honolulu, HI
AUM
$307.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Commissions
808-955-8800
ANDREWS ADVISORY ASSOCIATES, LLC
Honolulu, HI
AUM
$268.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
808-521-4015
ROBERT PRISKE, LLC
Honolulu, HI
AUM
$219.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
735-8882
KAHALA FINANCIAL ADVISORS, LLC
Honolulu, HI
AUM
$203.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
808-734-7665
FORT STREET ASSET MANAGEMENT LLC
Honolulu, HI
AUM
$195.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
808-265-1000
HUMBLE CAPITAL MANAGEMENT LLC
Honolulu, HI
AUM
$145.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
808-387-0191
ACP INVESTMENT MANAGEMENT
Kailua-Kona, HI
AUM
$131.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
808-657-6511
SHIRAISHI FINANCIAL GROUP ADVISORS
Honolulu, HI
AUM
$110.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
808 951-7185
NEOKAI CAPITAL
Honolulu, HI
AUM
$43.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
(808) 736-7679
JENNINGS FINANCIAL PLANNING, INC.
Honolulu, HI
AUM
$38.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(808) 792-0088
CRL ADVISORS
Honolulu, HI
AUM
$7.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
808-825-5001
WEALTHJAR INVESTMENT ADVISORY, LLC
Honolulu, HI
AUM
$6.4M
Financial PlanningWealth Mgmt
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(808) 585-7788
DFG INVESTMENTS AND TAX LLC
Hilo, HI
AUM
$2.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(808) 345-2274
ECS WEALTH STRATEGIES
Honolulu, HI
AUM
—
Financial PlanningTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
808-258-0506
AUM
—
Financial Planning
Team
1 advisors
Clients
0
Fees
Subscription fees; Fixed fees
322-536-2326
AUM
$68.4M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
9177631307
Full profileNo website
SEACAP ADVISORS, LLC
Honolulu, HI
AUM
$31.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
808-521-4100
Full profileNo website
INVESTMENT DYNAMICS CONSULTING GROUP, LLC
Kailua-Kona, HI
AUM
$10.3M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
808-329-0911
Full profileNo website
FINANCIAL VISION ADVISORY SERVICES, LLC.
Honolulu, HI
AUM
$4.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
808-732-9196
Full profileNo website
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