Find a Financial Advisor in Maui County, HI

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

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We Only Work With The Best Maui 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 Maui County, HI


  • Financial Advisor Close to Maui 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 Maui 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 Maui County, HI

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

  • Population: 165,979
  • % of Population 62 Years and Over: 21.7%
  • Average Home Value: $639,400
  • Average Monthly Housing Cost: $1,645
  • Average Household Income: $102,759
  • 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 Maui County, 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: 17 years

 


Maui County, HI Financial Advisor FAQs

Maui is the state of Hawaii's second-biggest island, with 727.2 square miles and ranking as the 17th largest island in the United States. Maui is the largest of Maui County's four islands, which also include the uninhabited Kahoolawe and Molokai. Kahului is the island's largest census-designated place (CDP). Wailuku is Maui County's seat and the county's third-largest CDP. Grand Wailea, a Waldorf Astoria Resort, is the top employer in Maui County. It has 1,621 employees. Khei (containing Wailea and Makena in the Kihei Town CDP, the island's second-most-populated CDP), Lhain (including Kanapali and Kapalua in the Lhain Town CDP), Makawao, Pukalani, Pia, Kula, Haik, and Hna are just a few of Maui's notable locations. We have you covered with the best financial advisory services in Maui County, Hawaii, the second largest county by land area in its state, consisting of four main islands, namely Maui, Moloka‘i, Lāna‘i, and Kaho‘olawe. It is a component of the Kahului- Wailuku- Lahaina, HI Metropolitan Statistical Area, and its seat is Wailuku. Waihee-Waiehu to the north, Kahului to the east, and Waikapu to the south are the census-designated places that surround this vicinity. Learn about the top-rated financial advisors in your area with our list below.

Financial advisors provide financial security guidance to individuals, families, and small businesses. They analyze an individual's financial position and develop a personalized plan tailored to their specific needs.

While most advisors specialize in certain aspects of finances- retirement plans, property/debt, advising partnerships- what matters is whether they work with your overall needs. Go for someone who has a good working experience.

Carefully review the financial advisor's qualifications, credentials, past performance records, references, and fees.

Financial advisors get paid through a combination of commission work, portfolio management fees, and fee-only work.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.