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: 16 years

 


Maui County, HI Financial Advisor FAQs

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.