10 advisors with offices in Honolulu. Credentials, fee structures, and minimums are disclosed on each listing.
Honolulu, Hawaii
Andrews Advisory Associates, LLC is a financial advisory firm based in Honolulu, Hawaii. The firm operates primarily in English and has a 5-star rating across 28 Google reviews.
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Ashton Thomas Private Wealth is based in Honolulu, Hawaii and provides investment management and wealth management services. The firm works with clients seeking assistance across these areas.
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Independent RIA
Latitude Wealth Management is an independent registered investment advisor based in Honolulu, Hawaii. The firm provides financial planning and investment management services to clients. Specific credentials, fee structures, and team details are not currently available.
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Masuda Lehrman Wealth is a financial planning firm based in Honolulu, Hawaii. The firm provides financial planning services to clients in Hawaii. Contact them directly to discuss their specific service offerings and fee structure.
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Wirehouse
Merrill Lynch Wealth Management operates in Honolulu, Hawaii, providing financial planning and investment management services. As a wirehouse firm, the office offers wealth management and investment management capabilities to clients in Hawaii. The team works in English with local clients seeking comprehensive financial guidance.
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Fee-Based
Mosaic Pacific Investment Advisors, LLC, now part of Creative Planning, is based in Honolulu and provides financial planning and investment management services. The firm operates on a fee-based structure. Services are available in English.
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SEA Financial Hawaii operates in Honolulu and provides financial planning, insurance analysis, and investment management services. The firm operates on a fiduciary basis and serves clients in Chinese, English, Korean, Spanish, Tagalog, and Vietnamese.
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Shaun Hamada, Financial Advisor at Hamada Financial Group, LLC, operates in Honolulu, Hawaii. The firm provides financial planning services with specializations in retirement planning and investment management. English is spoken.
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The Retirement Planning Group is a financial planning firm based in Honolulu, Hawaii, specializing in retirement planning. The firm provides financial planning, investment management, retirement planning, and tax planning services to clients. Services are delivered in English.
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Vision Wealth Strategies, LLC is based in Honolulu, Hawaii and provides tax planning services to clients.
View detailsAdvisors serving Honolulu specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Hawaii's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.