Fee-Only Planning Hawaii
No reviews yet · Serves Nationwide · Specializes in Business Executives, Business Owners/Entrepreneurs, HENRYs (High Earners, Not Rich Yet)
We do comprehensive financial planning for individuals and families in the mid-market affluent space.
Services
- 401(k) & IRA Management
- Asset Allocation
- Charitable Giving
- Debt Management
- Education Planning
- Estate Planning
- Financial Advice & Coaching
- Financial Planning
- Insurance Planning
- Investment Management
- Pension Planning
- Portfolio Management
- Retirement Planning
- Risk Management
- Social Security Planning
- Tax Planning & Strategy
Pricing
- One-Time Financial Planning Fee — $3,000 one-time
- Flat Fee/Retainer — $2,000 one-time
- Percentage of Assets (AUM) — 0.1%–0.75% of AUM