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E.A. Buck Financial Services

(31)

Financial Advice
Taxes
Annuities

“Highly recommended company, I have been a satisfied client of Lorin Chun for over 15 year's, Lorin has given me great financial advice over the year's, and he continues to do so with the BEST customer service!!!”

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Tudor Wilson & Associates Cpas

(1)

“Get to know them.”

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Sea Financial Hawaii

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Sage Capone - Sage Financial Investments

(22)

Knowledge
Accounts
Goals

“" Sage has a very welcoming, friendly, professional and personable nature who works with integrity to provide his clients with sound financial advice and guidance.”

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Cadinha & Co.

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Fee-Only Planning Hawaii

(17)

Saving
Long Term Care Insurance
Policy

“We were completely confused about what to do with the class action settlement options, and he was able to steer us through the process of changing her policy without giving up too much and saving her over $1000 per year on premiums.”

Featured

Why AI Will Never Replace a Good Financial Planner... Sometimes I write financial planning articles purely for the enjoyment of writing. This is one such example. In this post, I use satire to highlight AI's shortcomings, but I also include real-life examples of the value of hiring a financial planner that AI will never be able to replicate. Ultimately, I posit that AI cannot compete with skilled human financial planners because (1) it cannot think critically, (2) it cannot probe deeper than the task it is assigned, and (3) it cannot incorporate humor into its dialogue.

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The 24 firms listed for Honolulu, HI provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.

Area overview: Honolulu, HI

All 24 firms we list here are in Honolulu itself. We have 48 firms in Honolulu on file; this page shows the highest-rated 24. 22 of the firms on this page have a rating, from 4.0 to 5.0 across 148 reviews; 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (83%) and quality (74%). The topics that come up most in reviews of the firms on this page are "expertise" and "knowledge". 3 are open on Saturdays. 5 show a license on their websites and 7 have a BBB rating of A or A+. 19 have ten or more years of experience, the longest 42 years. 1 offers payment plans; 1 offers a free initial consultation and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 17 publish a contact page; 15 list a public email and 2 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Honolulu take financial planning bookings online?

2 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.

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Summit Financial Advisors

(12)

Understand
Expertise
Meeting

“She comes to our house to do an annual evaluation which includes not only discussing accounts that I have with them but also what's happening with my other investments.”

FAQs

Is there an account minimum for your clients?

Our minimum investment for new clients is $250,000, however, we will waive this in certain circumstances for existing client's family or friends as well as other trusted advisors we have relationships with.

Why not invest with a low cost provider like an online robo wealth advisor?

While low cost providers are great because of their low fees, they might not provide everything you need such as local servicing or someone to explain to you face to face how your investments are doing. They may not be there when you need them most, in getting coaching during market downturns and reminding you of your long term goals and overall plan.

Does it cost anything for the first meeting?

No, our primary aim during our first meeting is to understand you and your priorities. During this session, we outline our approach and discuss our fee structure. Together, we'll determine if we're a good fit for one another.

Why work with a team?

Collaborating with a team brings a wealth of advantages. With a team, you benefit from a diverse range of expertise and perspectives, ensuring comprehensive financial planning tailored to your unique needs. Additionally, a team offers greater availability and support, with multiple professionals available to assist you, enhancing responsiveness and coverage.

How often should I see my financial advisor?

We suggest meeting at least once annually. Even if you perceive no changes in your circumstances, there could be updates in tax laws or regulations that impact you, or we may uncover strategies to benefit you. For clients with more complex financial plans, meeting two to four times a year may be advisable to swiftly incorporate any necessary adjustments.

More answers can be found on the FAQ page of our website.

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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.”

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Mosaic Pacific Investment Advisors

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ARK Wealth Advisory Group

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Agape Wealth Management

(6)

“This was my first year needing to have my taxes done by a professional, I was having a hard time finding anyone that was accepting new clients and wasn't charging an arm and a leg!”

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Hawaii Financial Advisors

(1)

“I am not knowledgeable on heavy financial subjects, and Tim is able to explain them to me in an easy to understand way.”

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Smart Assets of Hawaii

(5)

“I've known Kirk Barth for over 30 years and he has helped me with financial planning and is extremely professional and thorough in explaining various options.”

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Honolulu Financial Partners

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Inpac Wealth Solutions

(13)

Retirement
Estate Planning
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!”

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Coda Financial Group

(1)

“Most awesome helpful people when it comes to our money managemen.”

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Anton Financial

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Kristi Chun Financial Adviser

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Latitude Wealth Management

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Hamada/Kim Financial

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Tania Fukuda-Freuler, Financial Advisor - Eagle Strategies

(4)

Planning

“Her skills with all areas of financial services are exemplary and trustworthy.”

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Island Wealth Management

(1)

“Whenever I have a question about my investments, I always am able to speak with someone any time of the day.”

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Kahala Financial Advisors

(1)

“There aren't many toilets.”

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Andrews Advisory Associates

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Average Cost	$3704
Minimum cost	$1235
Maximum cost	$10494
Avg Per Hour Rates	$371

Best Financial Advisors in Honolulu, HI

E.A. Buck Financial Services

Tudor Wilson & Associates Cpas

Sea Financial Hawaii

Sage Capone - Sage Financial Investments

Cadinha & Co.

Fee-Only Planning Hawaii

Area overview: Honolulu, HI

Summit Financial Advisors

Robert Priske

Mosaic Pacific Investment Advisors

ARK Wealth Advisory Group

Agape Wealth Management

Hawaii Financial Advisors

Smart Assets of Hawaii

Honolulu Financial Partners

Inpac Wealth Solutions

Coda Financial Group

Anton Financial

Kristi Chun Financial Adviser

Latitude Wealth Management

Hamada/Kim Financial

Tania Fukuda-Freuler, Financial Advisor - Eagle Strategies

Island Wealth Management

Kahala Financial Advisors

Andrews Advisory Associates

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

Why these companies made our list

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