Honolulu, HI

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Honolulu, HI
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Best Financial Advisors in Honolulu, HI

Handpicked from 197 vetted & reviewed Financial Planning & Wealth Management firms in the Honolulu area, explore the top 5 leading options among the selected group of 24 finalists.

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Special Needs Hawaii

Special Needs Hawaii

(2)
“I left my name and number with him at his booth and several days later got a call back to see where we were at with financial and future planning for my son and for our family.”
In Business Since 2009
1163 S Beretania St., Honolulu, HI
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Estate Planning Consultants of Hawaii

Estate Planning Consultants of Hawaii

(29)
Estate Planning, Wills and Trusts, Critical Trust Funding, Property Transfer and Gifting
“Steve's personal approach has really helped him to be able to provide financial products and understanding of the situation to make choices that will best suit our family's wants and needs.”
Remote Consultations Available
Licensed, BBB Rating: A+
In Business Since 2002
Free Initial Consultation
4747 Kilauea Ave #214, Honolulu, HI
i
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A-1 Business Services

A-1 Business Services

(1)
“Seaton the Owner is a gift to every small business in Hawaii”
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
In Business Since 2004
Offers Financing Options
210 Iolani Ave #3, Honolulu, HI
i
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Sterling & Tucker

Sterling & Tucker

(15)
  • Understand
  • Questions
  • Trust
“My grandmother's estate planning and irrevocable trust was completed by them over 15 years ago and they are still responsive and helpful with the trust and my duties as trustee.”
Licensed, BBB Rating: A+
In Business Since 1995
201 Merchant St #950, Honolulu, HI
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Robert Priske

Robert Priske

(2)
“He understands the level of sophistication of his clients and provides appropriate guidance to not only achieve their financial goals but to also sustain their level of wealth independently.”
Licensed, BBB Rating: A+
In Business Since 1989
4211 Waialae Ave Office Tower Ste 201, Honolulu, HI
i
Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
99.3 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Inpac Wealth Solutions

Inpac Wealth Solutions

(13)
  • Retirement
  • Investments
  • Understand
“I may have been told some of the information before, from another financial advisor, but he presented it in such a way that the information “registered,” and the visuals helped tremendously!”
Remote Consultations Available
Licensed
In Business Since 2013
1001 Bishop St Suite 2300, Honolulu, HI
i
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Sage Capone - Sage Financial Investments

Sage Capone - Sage Financial Investments

(14)
Wealth Management Process, Retirement Planning, Services Overview
“" Sage has a very welcoming, friendly, professional and personable nature who works with integrity to provide his clients with sound financial advice and guidance.”
Free Initial Consultation
Remote Consultations Available
In Business Since 2016
4747 Kilauea Ave #214, Honolulu, HI
i
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Occpa

Occpa

“We prepare tax returns and advise on tax matters for estates, trusts and individual as well as all types of businesses entities and we prepare FIRPtA and HARPTA applications. We are thourghly familiar with US tax matters involving international incom...”
Offers Financing Options
Licensed, BBB Rating: A+
In Business Since 1979
841 Bishop St # 208, Honolulu, HI
i
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Won G Cho, CPA

Won G Cho, CPA

(1)
Accountants
“Great location nice ataff”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2006
Free Initial Consultation
401 Kamakee St #316, Honolulu, HI
i
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Mosaic Pacific Investment Advisors

Mosaic Pacific Investment Advisors

“Honolulu based investmentfinancial advisory and financial planning firm. Chartered Financial Analyst, Certified Financial Planner | Financial Advisor”
Licensed, BBB Rating: A+
In Business Since 2017
615 Piikoi St Suite 812, Honolulu, HI
i
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Financial Planning Hawaii

Financial Planning Hawaii

(5)
“At that time, I was dually licensed with my Series 7 and 66, employed at a wealth management firm doing back-office paperwork, creating life insurance and IRA applications with no career growth.”
Transparent Fees & Pricing
In Business Since 2010
677 Ala Moana Blvd Suite 605, Honolulu, HI
Featured

Why following the "Smart Money" may be a dumb idea... As financial planners, a part of our job is to help clients stay disciplined in their investment strategies, particularly in challenging investment environments. In such environments, it is not uncommon for clients to offer up a counter perspective from some high-profile investment industry "guru." The inference is that this successful Wall Street/Silicon Valley veteran is more knowledgeable/credible than we are. The next time this happens, the article below will be served up as Exhibit A to illustrate how the Smart Money often makes really, really dumb decisions. We have been doing comprehensive, highly personalized financial planning for a very long time. Our job is to make sure our clients stay disciplined and adhere to sound principles of investing. Part of this process involves ignoring the Smart Money.

i
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Island Wealth Management

Island Wealth Management

(2)
“Krystal and Brian are very caring, detailed, knowledgeable, and organized.”
Remote Consultations Available
In Business Since 2014
500 Ala Moana Blvd #7, Honolulu, HI
i
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Coda Financial Group

Coda Financial Group

(1)
Get Started
“Most awesome helpful people when it comes to our money managemen.”
Accepts Cash
In Business Since 2012
615 Piikoi St, Honolulu, HI
i
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Hawaii Financial Advisors

Hawaii Financial Advisors

(1)
The HFA Process, Investment Philosophy
“I am not knowledgeable on heavy financial subjects, and Tim is able to explain them to me in an easy to understand way.”
In Business Since 2015
745 Fort St # 1614, Honolulu, HI
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Agape Wealth Management

Agape Wealth Management

(3)
“Gene and the crew will take care of all your financial needs.”
In Business Since 2012
1188 Bishop St # 2401, Honolulu, HI
i
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Summit Financial Advisors

Summit Financial Advisors

(1)
“Everyone, regardless of income can benefit from a financial advisor, and personally I can say that Glennel and her partners at Summit are extremely knowledgable, great communicators (even with me who's very ignorant and uneducated in anything finance...”
In Business Since 2017
1163 S Beretania St., Honolulu, HI
i
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Mission Financial Group: Nick Abbott

Mission Financial Group: Nick Abbott

(1)
“It's a pleasure working with Mission Financial Group.”
In Business Since 2004
6600 Kalanianaʻole Hwy #108b, Honolulu, HI
i
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Lee Financial Group Hawaii

Lee Financial Group Hawaii

(1)
“If you're into investing your extra 💸 this may be the place to go, they offer tax free average yield options.”
In Business Since 2004
3113 Olu St, Honolulu, HI
i
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Hamada/Kim Financial

Hamada/Kim Financial

“Hamada/Kim Financial LLC assists individuals, families and small businesses in finding the right balance of strategies to build wealth, minimize taxes and maximize estate value.”
In Business Since 2005
1100 Alakea St 23rd floor, Honolulu, HI
i
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Anton Financial

Anton Financial

“Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication ha...”
Licensed
In Business Since 2010
1221 Kapiolani Blvd #1030, Honolulu, HI
i
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Kahala Financial Advisors

Kahala Financial Advisors

“We are an independent, fee-only firm that provides investment management and financial planning solutions to help you experience the retirement you have always dreamed of. We take the time to get to know your goals and help you navigate your financia...”
Transparent Fees & Pricing
In Business Since 1991
4211 Waialae Ave #407, Honolulu, HI
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Segawa Consulting Group

Segawa Consulting Group

(1)
“Straight shooters”
In Business Since 2012
1580 Makaloa St, Honolulu, HI
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WR Financial

WR Financial

(1)
“Awesome and more Awesome that is why I have been a client for the last 9 years.”
615 Piikoi St, Honolulu, HI
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ARK Wealth Advisory Group

ARK Wealth Advisory Group

“We offer a complete range of financial services for the high net worth investor located in and around Honolulu, Hawaii. We specialize in helping clients develop a comprehensive, investment strategy designed to address their unique needs and enabling...”
Accepts Check
Licensed, BBB Rating: A+
In Business Since 2015
1099 Alakea St #2520, Honolulu, HI
i

Retirement Planning and Investment Management Services in Honolulu, HI Cost Estimates

Minimum cost
$1235
Maximum cost
$10494
National Average
$3704
Avg Per Hour Rates
$371
$2469
$6790
Typical price range is based on 448 cost profiles
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Average Cost $3704
Minimum cost $1235
Maximum cost $10494
Avg Per Hour Rates $371

Typical range $2469 to $6790 is based on 448 cost profiles.

Why these companies made our list

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