Fiduciary advisors in Hawaii

Hilo, Hawaii

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Hilo, Hawaii. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 1-star rating from 1 Google review.

Honolulu, Hawaii

Fee-Based

Mosaic Pacific Investment Advisors, now operating as part of Creative Planning, is a fee-based wealth management firm headquartered in Honolulu, Hawaii. The firm provides financial planning and investment management services to clients nationwide, supported by a team of over 625 CFP® professionals across more than 50 states. Creative Planning, the parent organization, manages over $710 billion in combined assets under management or advisement as of December 31, 2025, and collaborates with BerganKDV for audit and attest services.

Honolulu, Hawaii

Independent RIA

Latitude Wealth Management is an independent wealth management firm in Honolulu offering financial planning and investment management services to individuals and small businesses. The firm operates without proprietary product affiliations and focuses on strategies addressing wealth creation, protection, and legacy planning. Their stated approach emphasizes a structured planning process with attention to current needs and tax efficiency, supported by personalized advisory service.

Honolulu, Hawaii

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in Honolulu, Hawaii. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.6-star rating from 5 Google reviews.

Honolulu, Hawaii

Ashton Thomas Private Wealth provides investment management and wealth planning services to affluent individuals in Honolulu, Hawaii. The firm offers asset management, wealth planning, estate and trust solutions, and tax services, with specialized teams in wealth planning and asset management led by principals including Aaron Brodt, Drinan Gorney, and Kevin Kading. Trust, family office, and banking solutions are provided through affiliated third-party entities, while tax services operate through Ashton Thomas Tax Advisory and insurance products through Ashton Thomas Insurance Agency.

Honolulu, Hawaii

Andrews Advisory Associates is a fee-only registered investment adviser in Honolulu founded in 1996, offering fiduciary wealth management, financial planning, and qualified retirement plan services to individuals, families, small businesses, and nonprofits. The firm specializes in retirement income planning, tax projections, Roth conversion strategies, Social Security timing analysis, and estate planning coordination, primarily serving Hawaii clients with $1M+ in investable assets who are nearing or in retirement. They work alongside clients' CPAs and estate attorneys to integrate tax and legal planning with investment strategy. The firm typically engages clients concerned about retirement tax exposure or managing significant IRA inheritances.

Honolulu, Hawaii

SEA Financial Hawaii, based in Honolulu, provides financial planning, insurance analysis, and investment management services while acting as a fiduciary. The firm coordinates tax, investment, risk management, and estate planning strategies across a client's financial picture. Garrett Wheeler leads the firm and serves clients throughout Hawaii.

Honolulu, Hawaii

Masuda Lehrman Wealth is a financial planning firm in Honolulu that follows the CFP Board's planning process to help clients clarify their values, organize their finances, and develop strategies aligned with their life goals. The firm serves clients navigating retirement, major life transitions, and financial wellness through a values-first approach. For investment management, the firm partners with custodians including Fidelity, Schwab, Vanguard, and Betterment, and offers passive investment management services through Betterment, including rebalancing, tax efficiency, and specialized strategies such as socially responsible investing.

Honolulu, Hawaii

Hamada Financial Group, LLC, based in Honolulu, Hawaii, provides financial planning and investment management services through Eagle Strategies LLC, a registered investment adviser and subsidiary of New York Life Insurance Company. The firm works with clients through a defined process that emphasizes understanding individual circumstances, goals, and risk tolerance before developing and implementing coordinated strategies. Shaun Hamada operates as a Member Agent of The Nautilus Group, coordinating with specialists in taxes, estate planning, insurance, and charitable giving. The practice offers fee-based financial planning and investment advisory services, with access to investment management programs managed through Eagle's platform.

Honolulu, Hawaii

Vision Wealth Strategies, LLC is a financial advisory firm based in Honolulu, Hawaii that offers tax planning, retirement strategies, cash flow analysis, Social Security strategies, and life insurance guidance. The firm works with investors across various profiles and employs a three-step planning approach: reviewing financial documents and risk tolerance, presenting customized strategies, and monitoring progress through market changes and life transitions. The advisor emphasizes understanding clients' personal circumstances, goals, and risk preferences as the foundation for ongoing client relationships.

Honolulu, Hawaii

The Retirement Planning Group provides financial planning, investment management, retirement planning, and tax planning services to clients in Honolulu. The firm assembles dedicated teams including wealth managers, tax professionals, and client relationship managers to oversee planning and ongoing account management. Services include Social Security analysis, college savings account setup, and tax-loss harvesting strategies, delivered through a combination of face-to-face meetings, virtual consultations, and a client portal for account tracking and reporting.

Princeville, Hawaii

Mission Financial Group, founded in 2018 and based on Kauai's North Shore, serves approximately 800 families with financial planning, investment management, retirement planning, and insurance analysis. Elliott Montgomery, the firm's principal, holds Series 7 and Series 66 licenses and is registered in thirteen states; the firm works primarily with families, business owners, and entrepreneurs, with a minimum portfolio requirement of $1 million and an average client age of 50–70 years. The firm's stated approach emphasizes understanding client goals and values before designing strategies focused on capital preservation and structured growth.