Find a Financial Advisor in Kula, HI

 

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

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We Only Work With The Best Kula 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 Kula, HI


  • Financial Advisor Close to Kula, 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 Kula, 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 Kula, HI

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

  • Population: 7,621
  • % of Population 62 Years and Over: 30.5%
  • Average Home Value: $1067,500
  • Average Monthly Housing Cost: $1,615
  • Average Household Income: $118,852
  • 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 Kula, HI

 

CALE FINANCIAL MANAGEMENT LLC

Website

(808) 214-5012

29 Kolonahe Place

Kula, HI 96790

SEC#: 801-118879
Years in Business: 1 years

NATURAL INVESTMENTS, LLC

Website

(360) 379-0295

1568 Lower Kimo Road

Kula, HI 96790

SEC#: 801-63874
Years in Business: 16 years

 


Kula, HI Financial Advisor FAQs

The best way to choose a financial advisor is by looking at their track record. Look for an advisor with lots of successful investment experiences under his or her belt and who has had little turnover in record keeping staff.
If you are investing money for yourself (i.e. you are self-employed or an entrepreneur with an income), or if your investments don't balance out properly, then you probably need to speak to a financial advisor. A good financial advisor will help keep your finances in order, and they can also help teach you about the types of savings vehicles that exist (such as stocks, bonds, mutual funds).
A financial advisor provides recommendations and advice to help clients reach their financial goals, and in some cases may execute trades on the client's behalf. There are many different roles for a financial advisor including long-term, term life or disability insurance advisors, risk management advisers, retirement planners and more.
Financial advisors exist on a wide variety of pricing scales. Many advisors charge upwards of thirty thousand dollars or more, while many others can be found for much less. In some cases, the fee for an advisor is dependent on the individual's services and/or firms size, while in other cases it can be one set flat rate.