Find a Financial Planner in Honolulu County, HI

 

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We did the hard work of finding trustworthy partners in Honolulu County, HI.

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We Only Work With The Best Honolulu County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Honolulu County, HI


  • Financial Advisor Close to Honolulu County, HI

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Honolulu County Help You?

Wealth managers are financial professionals who work to comprehensively build their clients' wealth. Wealth management incorporates nearly all areas of the client's financial life, from investments and asset planning to tax management, retirement, estate planning, and more. In the Honolulu County area, wealth managers are typically used by high-net-worth individuals or high-capital organizations.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in Honolulu County can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
20.7% of Honolulu County's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Honolulu County area can create a custom plan and walk with you each step of the way.
In the Honolulu County area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Honolulu County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Honolulu County area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. Hawaii has unique laws defining which actions trigger a taxable event and has the 2nd highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Honolulu County area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Honolulu County area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Honolulu County, HI


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Honolulu County, HI

We evaluated over 13,000 RIA firms to bring you the best of the best Honolulu County financial advisors.
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How Retirement-Friendly is Honolulu County, HI?

  • Population: 984,821
  • % of Population 62 Years and Over: 20.7%
  • Average Home Value: $673,400
  • Average Monthly Housing Cost: $1,820
  • Average Household Income: $109,304
  • Hawaii Total Tax Burden: 12.19% (2nd Highest in U.S.)
  • Hawaii Property Tax: 2.45% (16th Lowest in U.S.)
  • Hawaii Individual Income Tax: 3.09% (10th Highest in U.S.)
  • Hawaii Sales and Excise Tax: 6.65% (Highest in U.S.)


The Top Financial Advisor Firms in Honolulu County, HI


ASSET MANAGEMENT GROUP OF BANK OF HAWAII

Website

(808) 694-8372

111 South King Street
4th Floor
Honolulu, HI 96813

SEC#: 801-60203
Years in Business: 20 years

ANDREWS ADVISORY ASSOCIATES, LLC

Website

(808) 521-4015

1188 Bishop Street
#1808
Honolulu, HI 96813

SEC#: 801-66553
Years in Business: 15 years

CKW FINANCIAL GROUP, LLC

Website

(808) 629-7600

1003 Bishop Street
Suite 1950
Honolulu, HI 96813

SEC#: 801-70788
Years in Business: 11 years

ONEFUND, LLC

Website

(808) 600-5366

737 Bishop Street
Mauka Tower, Suite 2850
Honolulu, HI 96813

SEC#: 801-117228
Years in Business: 1 years

THE RICE PARTNERSHIP, LLC

Website

(808) 585-7788

1099 Alakea Street
Suite 2510
Honolulu, HI 96813

SEC#: 801-64438
Years in Business: 16 years

YIM INVESTMENT MANAGEMENT, LLC

Website

(808) 955-8800

1950 Young Street Suite 288

Honolulu, HI 96826

SEC#: 801-64818
Years in Business: 15 years

WEALTHJAR INVESTMENT ADVISORY, LLC

Website

(808) 585-7788

1099 Alakea St.
Suite 2510
Honolulu, HI 96813

SEC#: 801-110823
Years in Business: 4 years

CADINHA & CO LLC

Website

(808) 523-9488

900 Fort St. Mall, Ste. 1450

Honolulu, HI 96813

SEC#: 801-57784
Years in Business: 21 years

ROBERT PRISKE, LLC

Website

(735) 888-8882

4211 Waialae Ave. Ste. 201
Kahala Office Tower
Honolulu, HI 96816

SEC#: 801-56373
Years in Business: 22 years

KAHALA FINANCIAL ADVISORS, LLC

Website

(808) 734-7665

4211 Waialae Ave, Suite 407

Honolulu, HI 96816

SEC#: 801-110741
Years in Business: 4 years