Find a Financial Advisor in Kauai County, HI

 

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

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We Only Work With The Best Kauai 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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


  • Financial Advisor Close to Kauai 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

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

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

  • Population: 71,769
  • % of Population 62 Years and Over: 23.5%
  • Average Home Value: $567,100
  • Average Monthly Housing Cost: $1,379
  • Average Household Income: $96,091
  • 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 Kauai County, HI

 

OCCIDENTAL ASSET MANAGEMENT, LLC

Website

(808) 445-9510

2970 Kele Street, Unit 112C

Lihue, HI 96766

SEC#: 801-78516
Years in Business: 8 years

 


Kauai County, HI Financial Advisor FAQs

Financial advisors are professionals who offer expert advice, guidance, and planning to individuals and businesses. They specialize in investments, taxes, retirement planning, estate decisions, or managing money in-trust.
You should rely on someone that is honest, has an advanced degree in finance, and has experience. A financial advisor will likely come with some certifications or qualifications. To find the right person, keep in mind that they must be trustworthy (have no criminal charges) and mostly knowledgable about economies and markets.
The best way to do this is to pick an advisor who has not only the expertise but also the time and commitment to reaching these goals. An advisor should be able to negotiate for you and offer advice in regards to taxes and retirement savings, among other things.
Financial advisors get paid for their work in many ways - commissions, fees, asset-based fees, performance-based incentives, etc. The type of payment they receive is usually determined by how much control the advisor has over the money invested with them on behalf of their client.