What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Hawaii area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
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Every Hawaii Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Marjorie Bennett
CFA, MBA
Chicago Partners Wealth Advisors
Princeville, HI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee only investment and financial advisor based in Chicago, IL with a second location in Princeville, HI. We work with high net worth clients across the nation.
Jennifer Macedo
CFP®
Front Street Financial
Lahaina, HI
Specialties: Comprehensive Financial Life Planning, Retirement Income Planning, Investment Management, Business Planning, Tax Planning
"Bringing Planning to Life and Meaning to Money" from Lahaina, Hawaii and across the Pacific.
Daniel Masuda Lehrman
CFP®, CSLP®
Masuda Lehrman Wealth
Honolulu, HI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Wealth Management, Tax Planning, Inheritance Management, Estate Planning
Financial Planning for Multigenerational Wealth. I help inheritance leavers and receivers manage their wealth responsibly.
Rebecca Chacko
MSA, CFP®
Chacko-Hertz Financial Solutions
Honomu, HI
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Hawaii, serving clients locally and across the country
Corey Beal
CFP®
Empowering Finance
Maui, HI
Specialties: LGBTQIA+ Planning, Comprehensive Financial Planning, Holistic Financial Planning, Socially Responsible Investing, Divorce Planning, Investment Management, Retirement Income Planning, College Education Planning, Tax Planning, Pre-Retirement
Empowering Finance is a holistic, boutique financial planning firm for the bold, the ambitious, and the socially progressive badasses of the world serving clients virtually both locally and across the country.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
